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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 | $257,709 | $105,623+144.0% | $87,502+194.5% | $273,972-5.9% |
| Participation rate | 64.3% | 78.2%-13.9pp | 73.8%-9.6pp | 83.0%-18.7pp |
| Annual return | 4.27% | 12.26%-8.0pp | 12.21%-7.9pp | 41.46%-37.2pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $3,601-100.0% | $3,149-100.0% | $5,287-100.0% |
| Admin fee / account holder | $22,526 | $4,781+371.2% | $4,221+433.7% | $10,133+122.3% |