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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 | $415,494 | $81,358+410.7% | $155,556+167.1% | $80,959+413.2% |
| Participation rate | 66.2% | 66.3%-0.1pp | 78.2%-12.1pp | 67.7%-1.5pp |
| Annual return | 13.21% | 33.39%-20.2pp | 64.84%-51.6pp | 35.67%-22.5pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,455-100.0% | $5,631-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,862 | $7,994-39.2% | $15,885-69.4% | $6,925-29.8% |