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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 | $173,526+159.2% | $136,072+230.5% | $145,884+208.3% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.4%-26.4pp | 80.3%-30.3pp |
| Annual return | 23.03% | 1167.12%-1144.1pp | 580.46%-557.4pp | 551.85%-528.8pp |
| Employer contribution / active EE | $11,500 | $5,285+117.6% | $4,216+172.8% | $4,662+146.7% |
| Participant deferral / active EE | $24,500 | $8,711+181.3% | $7,028+248.6% | $6,690+266.2% |
| Admin fee / account holder | $21,719 | $9,665+124.7% | $6,718+223.3% | $13,392+62.2% |