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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 | $449,745 | $173,340+159.5% | $136,007+230.7% | $145,959+208.1% |
| Participation rate | 50.0% | 80.5%-30.5pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 23.03% | 1163.32%-1140.3pp | 579.32%-556.3pp | 561.95%-538.9pp |
| Employer contribution / active EE | $11,500 | $5,275+118.0% | $4,215+172.9% | $4,661+146.7% |
| Participant deferral / active EE | $24,500 | $8,699+181.6% | $7,024+248.8% | $6,689+266.3% |
| Admin fee / account holder | $21,719 | $9,954+118.2% | $6,858+216.7% | $13,398+62.1% |