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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 | $337,347 | $178,174+89.3% | $156,181+116.0% | $137,256+145.8% |
| Participation rate | 27.3% | 82.0%-54.8pp | 78.8%-51.6pp | 80.0%-52.7pp |
| Annual return | 15.41% | 84.19%-68.8pp | 64.87%-49.5pp | 220.34%-204.9pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,643 | $17,404-90.6% | $14,586-88.7% | $12,270-86.6% |