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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 | $101,317 | $160,040-36.7% | $147,096-31.1% | $145,877-30.5% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 19.28% | 98.49%-79.2pp | 419.75%-400.5pp | 551.28%-532.0pp |
| Employer contribution / active EE | $4,161 | $5,289-21.3% | $4,936-15.7% | $4,663-10.8% |
| Participant deferral / active EE | $24,323 | $8,429+188.6% | $8,071+201.4% | $6,691+263.5% |
| Admin fee / account holder | $70,870 | $15,050+370.9% | $13,005+444.9% | $13,402+428.8% |