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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 | $320,495 | $160,028+100.3% | $147,080+117.9% | $145,884+119.7% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 10.72% | 98.60%-87.9pp | 420.17%-409.5pp | 551.85%-541.1pp |
| Employer contribution / active EE | $9,184 | $5,286+73.7% | $4,933+86.2% | $4,662+97.0% |
| Participant deferral / active EE | $16,558 | $8,422+96.6% | $8,066+105.3% | $6,690+147.5% |
| Admin fee / account holder | $188,164 | $15,030+1151.9% | $12,989+1348.7% | $13,392+1305.1% |