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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 | $257,903 | $58,851+338.2% | $115,170+123.9% | $72,975+253.4% |
| Participation rate | 31.6% | 65.5%-34.0pp | 75.9%-44.3pp | 69.5%-37.9pp |
| Annual return | 18.28% | 23.16%-4.9pp | 35.60%-17.3pp | 81.01%-62.7pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $3,179-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $4,169-100.0% | $3,608-100.0% |
| Admin fee / account holder | $9,162 | $6,370+43.8% | $7,089+29.2% | $5,124+78.8% |