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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 | $329,297 | $69,274+375.4% | $64,097+413.7% | $139,487+136.1% |
| Participation rate | 66.7% | 75.6%-9.0pp | 72.3%-5.7pp | 80.3%-13.7pp |
| Annual return | 17.23% | 46.00%-28.8pp | 33.75%-16.5pp | 373.84%-356.6pp |
| Employer contribution / active EE | $45,412 | $3,187+1324.9% | $2,750+1551.4% | $4,755+855.1% |
| Participant deferral / active EE | $66,310 | $4,685+1315.3% | $3,881+1608.4% | $6,713+887.8% |
| Admin fee / account holder | $20,289 | $4,247+377.8% | $3,070+560.9% | $11,407+77.9% |