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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 | $1,353,049 | $106,267+1173.3% | $96,520+1301.8% | $139,456+870.2% |
| Participation rate | 0.0% | 77.8%-77.8pp | 74.3%-74.3pp | 80.3%-80.3pp |
| Annual return | 18.15% | 38.45%-20.3pp | 35.72%-17.6pp | 373.45%-355.3pp |
| Employer contribution / active EE | $791,621 | $4,105+19185.2% | $3,739+21074.1% | $4,753+16556.3% |
| Participant deferral / active EE | $416,367 | $5,454+7533.5% | $4,879+8434.5% | $6,711+6103.9% |
| Admin fee / account holder | $16,738 | $7,882+112.4% | $6,733+148.6% | $11,407+46.7% |