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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 | $261,136 | $109,904+137.6% | $97,167+168.7% | $145,959+78.9% |
| Participation rate | 0.0% | 75.9%-75.9pp | 72.7%-72.7pp | 80.3%-80.3pp |
| Annual return | 16.82% | 243.43%-226.6pp | 75.27%-58.5pp | 561.95%-545.1pp |
| Employer contribution / active EE | $233,779 | $3,084+7479.3% | $2,729+8466.4% | $4,661+4915.9% |
| Participant deferral / active EE | $191,810 | $4,676+4002.1% | $4,264+4398.9% | $6,689+2767.8% |
| Admin fee / account holder | $6,964 | $6,216+12.0% | $5,650+23.2% | $13,398-48.0% |