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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 | $102,194 | $157,304-35.0% | $141,197-27.6% | $152,909-33.2% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.5%-20.0pp |
| Annual return | 22.61% | 64.34%-41.7pp | 71.41%-48.8pp | 345.46%-322.9pp |
| Employer contribution / active EE | $3,536 | $5,263-32.8% | $4,736-25.3% | $4,764-25.8% |
| Participant deferral / active EE | $15,438 | $7,111+117.1% | $6,710+130.1% | $5,851+163.8% |
| Admin fee / account holder | $11,628 | $12,126-4.1% | $10,265+13.3% | $11,601+0.2% |