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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 | $3,299,295 | $211,946+1456.7% | $169,452+1847.0% | $135,380+2337.1% |
| Participation rate | 25.0% | 82.6%-57.6pp | 77.8%-52.8pp | 82.6%-57.6pp |
| Annual return | 1.63% | 3.26%-1.6pp | 1.83%-0.2pp | 519.81%-518.2pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $437,253 | $11,472+3711.6% | $9,110+4699.9% | $10,828+3938.1% |