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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 | $183,627-26.8% | $155,602-13.6% | $145,978-7.9% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 12.95% | 61.32%-48.4pp | 64.81%-51.9pp | 550.52%-537.6pp |
| Employer contribution / active EE | $1,767 | $5,316-66.8% | $4,675-62.2% | $4,662-62.1% |
| Participant deferral / active EE | $10,018 | $6,466+54.9% | $5,629+78.0% | $6,690+49.8% |
| Admin fee / account holder | $25,335 | $19,327+31.1% | $15,923+59.1% | $13,400+89.1% |