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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 | $343,192 | $106,923+221.0% | $84,023+308.5% | $152,909+124.4% |
| Participation rate | 25.0% | 75.3%-50.3pp | 69.0%-44.0pp | 82.5%-57.5pp |
| Annual return | 8.83% | 105.02%-96.2pp | 71.32%-62.5pp | 345.46%-336.6pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,013-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $8,449 | $8,289+1.9% | $6,102+38.5% | $11,601-27.2% |