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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 | $270,599 | $118,854+127.7% | $96,565+180.2% | $167,497+61.6% |
| Participation rate | 20.0% | 75.5%-55.5pp | 69.8%-49.8pp | 82.1%-62.1pp |
| Annual return | 23.16% | 50.49%-27.3pp | 37.78%-14.6pp | 478.62%-455.5pp |
| Employer contribution / active EE | $0 | $3,119-100.0% | $2,356-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $4,615-100.0% | $3,848-100.0% | $6,341-100.0% |
| Admin fee / account holder | $6,918 | $8,065-14.2% | $6,181+11.9% | $12,310-43.8% |