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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 | $556,822 | $75,962+633.0% | $154,108+261.3% | $64,173+767.7% |
| Participation rate | 41.9% | 70.4%-28.6pp | 83.0%-41.2pp | 69.6%-27.7pp |
| Annual return | 12.55% | 30.32%-17.8pp | 735.21%-722.7pp | 7.63%+4.9pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $15,887 | $5,589+184.3% | $13,411+18.5% | $4,887+225.0% |