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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 | $367,003 | $180,749+103.0% | $160,784+128.3% | $137,256+167.4% |
| Participation rate | 0.0% | 80.0%-80.0pp | 77.0%-77.0pp | 80.0%-80.0pp |
| Annual return | 19.04% | 2234.46%-2215.4pp | 1803.92%-1784.9pp | 220.34%-201.3pp |
| Employer contribution / active EE | $355,755 | $4,155+8461.6% | $3,733+9430.6% | $4,156+8460.0% |
| Participant deferral / active EE | $930,521 | $6,844+13495.6% | $6,293+14686.8% | $6,407+14424.0% |
| Admin fee / account holder | $343,215 | $10,397+3201.1% | $9,717+3432.1% | $12,270+2697.2% |