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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 | $1,147,874 | $82,314+1294.5% | $68,808+1568.2% | $134,532+753.2% |
| Participation rate | 42.9% | 75.1%-32.2pp | 69.0%-26.2pp | 81.2%-38.4pp |
| Annual return | -13.84% | -2.18%-11.7pp | -6.37%-7.5pp | 418.27%-432.1pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,656-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $4,740-100.0% | $3,942-100.0% | $6,401-100.0% |
| Admin fee / account holder | $134,572 | $6,484+1975.4% | $4,936+2626.4% | $11,429+1077.5% |