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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 | $310,430 | $61,605+403.9% | $112,273+176.5% | $75,173+313.0% |
| Participation rate | 34.5% | 61.7%-27.2pp | 72.4%-38.0pp | 67.2%-32.7pp |
| Annual return | 12.48% | 28.47%-16.0pp | 30.23%-17.8pp | 160.72%-148.2pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $3,431-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,800-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,892 | $4,862-61.1% | $7,752-75.6% | $5,651-66.5% |