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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 | $114,119+150.6% | $107,187+166.8% | $138,895+105.9% |
| Participation rate | 0.0% | 78.1%-78.1pp | 75.0%-75.0pp | 79.9%-79.9pp |
| Annual return | 15.47% | 273.21%-257.7pp | 204.55%-189.1pp | 145.39%-129.9pp |
| Employer contribution / active EE | $61,608 | $4,059+1417.9% | $3,782+1528.9% | $4,194+1368.9% |
| Participant deferral / active EE | $173,891 | $5,538+3040.1% | $5,096+3312.3% | $6,396+2618.7% |
| Admin fee / account holder | $3,462 | $10,024-65.5% | $9,162-62.2% | $12,562-72.4% |