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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 | $129,397 | $148,582-12.9% | $135,942-4.8% | $139,456-7.2% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 15.42% | 79.26%-63.8pp | 68.28%-52.9pp | 373.45%-358.0pp |
| Employer contribution / active EE | $13,158 | $5,245+150.9% | $4,858+170.9% | $4,753+176.9% |
| Participant deferral / active EE | $94,524 | $8,101+1066.8% | $7,759+1118.3% | $6,711+1308.4% |
| Admin fee / account holder | $65,498 | $12,402+428.1% | $10,764+508.5% | $11,407+474.2% |