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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 | $285,936 | $111,535+156.4% | $105,223+171.7% | $137,256+108.3% |
| Participation rate | 0.0% | 78.1%-78.1pp | 75.0%-75.0pp | 80.0%-80.0pp |
| Annual return | 15.47% | 237.85%-222.4pp | 180.65%-165.2pp | 220.34%-204.9pp |
| Employer contribution / active EE | $61,608 | $3,939+1463.9% | $3,689+1570.3% | $4,156+1382.4% |
| Participant deferral / active EE | $173,891 | $5,500+3061.7% | $5,072+3328.7% | $6,407+2614.2% |
| Admin fee / account holder | $3,462 | $9,721-64.4% | $8,859-60.9% | $12,270-71.8% |