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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 | $920,326 | $110,212+735.1% | $96,534+853.4% | $139,466+559.9% |
| Participation rate | 41.7% | 78.1%-36.5pp | 76.0%-34.3pp | 80.3%-38.7pp |
| Annual return | 13.52% | 26.42%-12.9pp | 25.88%-12.4pp | 373.66%-360.1pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $5,547-100.0% | $4,851-100.0% | $6,712-100.0% |
| Admin fee / account holder | $117,117 | $11,599+909.8% | $8,253+1319.1% | $11,409+926.6% |