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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 | $281,779 | $201,370+39.9% | $184,256+52.9% | $145,897+93.1% |
| Participation rate | 0.0% | 87.5%-87.5pp | 86.8%-86.8pp | 80.3%-80.3pp |
| Annual return | 13.64% | 29.05%-15.4pp | 28.85%-15.2pp | 552.29%-538.7pp |
| Employer contribution / active EE | $18,113 | $7,024+157.9% | $6,427+181.8% | $4,663+288.5% |
| Participant deferral / active EE | $176,076 | $9,808+1695.2% | $9,133+1827.9% | $6,689+2532.2% |
| Admin fee / account holder | $3,676 | $16,364-77.5% | $13,899-73.6% | $13,390-72.5% |