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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 | $256,385 | $155,833+64.5% | $124,693+105.6% | $167,518+53.0% |
| Participation rate | 66.7% | 81.1%-14.4pp | 74.6%-7.9pp | 82.1%-15.4pp |
| Annual return | 12.82% | 17.98%-5.2pp | 5144.19%-5131.4pp | 478.71%-465.9pp |
| Employer contribution / active EE | $100,000 | $4,164+2301.3% | $3,324+2908.3% | $4,838+1966.8% |
| Participant deferral / active EE | $24,708 | $5,675+335.4% | $4,615+435.4% | $6,342+289.6% |
| Admin fee / account holder | $3,459 | $9,534-63.7% | $7,494-53.8% | $12,312-71.9% |