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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 | $134,490 | $183,516-26.7% | $155,534-13.5% | $145,884-7.8% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 12.95% | 61.43%-48.5pp | 64.92%-52.0pp | 551.85%-538.9pp |
| Employer contribution / active EE | $1,767 | $5,315-66.8% | $4,675-62.2% | $4,662-62.1% |
| Participant deferral / active EE | $10,018 | $6,467+54.9% | $5,630+77.9% | $6,690+49.7% |
| Admin fee / account holder | $25,335 | $19,293+31.3% | $15,900+59.3% | $13,392+89.2% |