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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 | $3,370,742 | $202,430+1565.1% | $169,369+1890.2% | $139,427+2317.6% |
| Participation rate | 33.3% | 81.1%-47.7pp | 77.2%-43.8pp | 80.3%-47.0pp |
| Annual return | 8.89% | 531.86%-523.0pp | 405.70%-396.8pp | 373.27%-364.4pp |
| Employer contribution / active EE | $0 | $4,690-100.0% | $4,011-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $0 | $6,938-100.0% | $6,221-100.0% | $6,711-100.0% |
| Admin fee / account holder | $540,646 | $10,716+4945.2% | $9,009+5901.1% | $11,404+4640.8% |