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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.)
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 | $196,589 | $111,814+75.8% | $103,378+90.2% | $145,978+34.7% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 13.91% | 24.80%-10.9pp | 24.91%-11.0pp | 550.52%-536.6pp |
| Employer contribution / active EE | $16,544 | $4,215+292.5% | $3,870+327.5% | $4,662+254.9% |
| Participant deferral / active EE | $41,576 | $5,618+640.1% | $5,058+722.0% | $6,690+521.5% |
| Admin fee / account holder | $60,721 | $9,764+521.9% | $8,401+622.8% | $13,400+353.1% |