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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 | $243,888 | $172,111+41.7% | $150,298+62.3% | $137,256+77.7% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 15.74% | 69.37%-53.6pp | 62.79%-47.0pp | 220.34%-204.6pp |
| Employer contribution / active EE | $56,746 | $4,636+1124.0% | $4,154+1266.0% | $4,156+1265.4% |
| Participant deferral / active EE | $64,452 | $6,166+945.3% | $5,453+1082.0% | $6,407+906.0% |
| Admin fee / account holder | $16,729 | $16,471+1.6% | $14,116+18.5% | $12,270+36.3% |