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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 | $279,556 | $43,496+542.7% | $161,489+73.1% | $64,340+334.5% |
| Participation rate | 58.7% | 53.5%+5.1pp | 78.7%-20.0pp | 55.2%+3.4pp |
| Annual return | 11.39% | 20.76%-9.4pp | 89.72%-78.3pp | 24.14%-12.8pp |
| Employer contribution / active EE | $0 | $1,431-100.0% | $4,268-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $0 | $1,996-100.0% | $5,630-100.0% | $2,980-100.0% |
| Admin fee / account holder | $6,219 | $2,330+166.9% | $16,006-61.1% | $3,703+68.0% |