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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 | $262,787 | $167,352+57.0% | $143,788+82.8% | $134,509+95.4% |
| Participation rate | 59.1% | 84.8%-25.7pp | 80.3%-21.2pp | 81.2%-22.1pp |
| Annual return | -7.20% | 0.47%-7.7pp | -0.03%-7.2pp | 418.13%-425.3pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,627 | $18,091-91.0% | $14,675-88.9% | $11,427-85.8% |