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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 | $798,646 | $77,449+931.2% | $69,483+1049.4% | $152,909+422.3% |
| Participation rate | 25.0% | 78.1%-53.1pp | 74.6%-49.6pp | 82.5%-57.5pp |
| Annual return | 9.44% | 39.09%-29.7pp | 28.99%-19.5pp | 345.46%-336.0pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $3,537-100.0% | $5,851-100.0% |
| Admin fee / account holder | $33,191 | $6,210+434.4% | $3,841+764.1% | $11,601+186.1% |