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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 | $318,241 | $167,362+90.2% | $143,799+121.3% | $134,532+136.6% |
| Participation rate | 21.4% | 84.8%-63.4pp | 80.3%-58.9pp | 81.2%-59.8pp |
| Annual return | 1.24% | 0.47%+0.8pp | -0.04%+1.3pp | 418.27%-417.0pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $20,079 | $18,094+11.0% | $14,677+36.8% | $11,429+75.7% |