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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 | $479,117 | $177,595+169.8% | $148,496+222.6% | $198,609+141.2% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.0%-26.0pp | 82.4%-32.4pp |
| Annual return | 20.26% | 9.97%+10.3pp | 12.33%+7.9pp | 202.70%-182.4pp |
| Employer contribution / active EE | $0 | $4,098-100.0% | $3,497-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $5,539-100.0% | $4,808-100.0% | $6,977-100.0% |
| Admin fee / account holder | $14,018 | $27,010-48.1% | $19,547-28.3% | $19,030-26.3% |