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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 | $9,517,730 | $138,075+6793.1% | $123,552+7603.4% | $135,379+6930.4% |
| Participation rate | 8.3% | 84.7%-76.4pp | 82.3%-74.0pp | 82.6%-74.3pp |
| Annual return | 5.95% | 153.70%-147.7pp | 119.20%-113.3pp | 519.79%-513.8pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $399,725 | $10,917+3561.5% | $9,285+4205.3% | $10,828+3591.6% |