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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 | $132,488 | $160,028-17.2% | $147,080-9.9% | $145,884-9.2% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 14.58% | 98.60%-84.0pp | 420.17%-405.6pp | 551.85%-537.3pp |
| Employer contribution / active EE | $4,515 | $5,286-14.6% | $4,933-8.5% | $4,662-3.2% |
| Participant deferral / active EE | $6,304 | $8,422-25.1% | $8,066-21.8% | $6,690-5.8% |
| Admin fee / account holder | $35,190 | $15,030+134.1% | $12,989+170.9% | $13,392+162.8% |