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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 | $173,397+159.4% | $135,987+230.7% | $145,978+208.1% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.4%-26.4pp | 80.3%-30.3pp |
| Annual return | 23.03% | 1165.22%-1142.2pp | 579.77%-556.7pp | 550.52%-527.5pp |
| Employer contribution / active EE | $11,500 | $5,281+117.8% | $4,214+172.9% | $4,662+146.7% |
| Participant deferral / active EE | $24,500 | $8,710+181.3% | $7,027+248.7% | $6,690+266.2% |
| Admin fee / account holder | $21,719 | $9,663+124.8% | $6,716+223.4% | $13,400+62.1% |