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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 | $318,882 | $129,239+146.7% | $93,419+241.3% | $158,966+100.6% |
| Participation rate | 66.7% | 70.9%-4.3pp | 66.8%-0.1pp | 82.0%-15.3pp |
| Annual return | 23.34% | 118.21%-94.9pp | 78.05%-54.7pp | 302.95%-279.6pp |
| Employer contribution / active EE | $0 | $2,711-100.0% | $2,075-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $3,909-100.0% | $3,126-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,300 | $7,383-68.9% | $5,230-56.0% | $11,250-79.6% |