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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 | $317,456 | $131,835+140.8% | $108,582+192.4% | $273,972+15.9% |
| Participation rate | 56.5% | 83.5%-26.9pp | 79.6%-23.0pp | 83.0%-26.5pp |
| Annual return | 2.54% | -91.57%+94.1pp | -51.70%+54.2pp | 41.46%-38.9pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $81,573 | $10,253+695.6% | $7,645+967.0% | $10,133+705.1% |