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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 | $361,883 | $72,012+402.5% | $185,827+94.7% | $79,858+353.2% |
| Participation rate | 16.7% | 65.8%-49.1pp | 78.0%-61.4pp | 69.6%-53.0pp |
| Annual return | 18.56% | 23.12%-4.6pp | 35.96%-17.4pp | 31.72%-13.2pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $5,633-100.0% | $3,740-100.0% |
| Admin fee / account holder | $18,572 | $4,513+311.6% | $9,502+95.5% | $5,306+250.0% |