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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 | $184,014+83.3% | $161,149+109.3% | $138,895+142.9% |
| Participation rate | 27.3% | 82.1%-54.8pp | 78.8%-51.6pp | 79.9%-52.6pp |
| Annual return | 15.41% | 21.52%-6.1pp | 21.16%-5.7pp | 145.39%-130.0pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $6,909-100.0% | $6,153-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,643 | $18,027-90.9% | $15,194-89.2% | $12,562-86.9% |