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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 | $862,581 | $162,136+432.0% | $152,301+466.4% | $154,746+457.4% |
| Participation rate | 0.0% | 84.1%-84.1pp | 82.4%-82.4pp | 80.7%-80.7pp |
| Annual return | 13.06% | 91.02%-78.0pp | 80.50%-67.4pp | 172.34%-159.3pp |
| Employer contribution / active EE | $25,185 | $4,890+415.0% | $4,624+444.6% | $4,379+475.1% |
| Participant deferral / active EE | $125,549 | $8,341+1405.2% | $8,004+1468.6% | $6,730+1765.4% |
| Admin fee / account holder | $258,328 | $15,759+1539.2% | $14,398+1694.2% | $14,365+1698.3% |