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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 | $251,923 | $168,635+49.4% | $147,617+70.7% | $125,389+100.9% |
| Participation rate | 23.1% | 88.8%-65.7pp | 84.6%-61.5pp | 83.2%-60.1pp |
| Annual return | -2.14% | 77.65%-79.8pp | 61.98%-64.1pp | 282.24%-284.4pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,739 | $13,580-79.8% | $11,612-76.4% | $9,541-71.3% |