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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 | $88,302 | $148,629-40.6% | $135,982-35.1% | $139,487-36.7% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 14.75% | 79.33%-64.6pp | 68.32%-53.6pp | 373.84%-359.1pp |
| Employer contribution / active EE | $4,557 | $5,247-13.1% | $4,859-6.2% | $4,755-4.1% |
| Participant deferral / active EE | $17,306 | $8,102+113.6% | $7,760+123.0% | $6,713+157.8% |
| Admin fee / account holder | $35,855 | $12,406+189.0% | $10,767+233.0% | $11,407+214.3% |