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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 | $2,553,025 | $199,109+1182.2% | $173,730+1369.5% | $154,746+1549.8% |
| Participation rate | 69.2% | 82.8%-13.6pp | 79.6%-10.3pp | 80.7%-11.5pp |
| Annual return | 11.15% | 20.02%-8.9pp | 19.96%-8.8pp | 172.34%-161.2pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $19,600 | $20,916-6.3% | $17,523+11.8% | $14,365+36.4% |