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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 | $294,399 | $64,324+357.7% | $118,914+147.6% | $79,856+268.7% |
| Participation rate | 29.3% | 64.9%-35.6pp | 75.4%-46.1pp | 69.6%-40.4pp |
| Annual return | 14.15% | 86.45%-72.3pp | 35.89%-21.7pp | 31.71%-17.6pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $4,266-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,600 | $4,040-60.4% | $6,582-75.7% | $5,306-69.8% |