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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 | $371,551 | $117,859+215.3% | $102,438+262.7% | $145,959+154.6% |
| Participation rate | 27.3% | 78.6%-51.3pp | 76.5%-49.2pp | 80.3%-53.0pp |
| Annual return | 10.94% | 31.72%-20.8pp | 29.37%-18.4pp | 561.95%-551.0pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,024-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,689-100.0% |
| Admin fee / account holder | $12,160 | $13,318-8.7% | $9,448+28.7% | $13,398-9.2% |