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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,247,908 | $152,394+718.9% | $124,067+905.8% | $155,188+704.1% |
| Participation rate | 14.3% | 68.8%-54.6pp | 66.9%-52.6pp | 80.8%-66.5pp |
| Annual return | 25.69% | 34.93%-9.2pp | 31.06%-5.4pp | 148.84%-123.2pp |
| Employer contribution / active EE | $0 | $2,398-100.0% | $2,166-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $3,823-100.0% | $3,463-100.0% | $6,531-100.0% |
| Admin fee / account holder | $59,548 | $6,949+756.9% | $7,351+710.1% | $14,480+311.2% |