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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 | $251,639 | $152,592+64.9% | $125,180+101.0% | $152,885+64.6% |
| Participation rate | 5.9% | 83.3%-77.5pp | 79.8%-73.9pp | 82.5%-76.6pp |
| Annual return | 13.69% | 54.84%-41.1pp | 43.79%-30.1pp | 345.39%-331.7pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $38,020 | $13,435+183.0% | $9,703+291.9% | $11,598+227.8% |