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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 | $87,834 | $125,778-30.2% | $114,563-23.3% | $154,746-43.2% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.9%-22.9pp | 80.7%-30.7pp |
| Annual return | 12.74% | 295.14%-282.4pp | 241.09%-228.4pp | 172.34%-159.6pp |
| Employer contribution / active EE | $7,428 | $2,806+164.7% | $2,592+186.6% | $4,379+69.6% |
| Participant deferral / active EE | $19,190 | $4,445+331.8% | $4,142+363.3% | $6,730+185.1% |
| Admin fee / account holder | $63,061 | $8,190+669.9% | $7,623+727.2% | $14,365+339.0% |