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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 | $112,709 | $154,228-26.9% | $145,433-22.5% | $137,256-17.9% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 14.23% | 74.59%-60.4pp | 66.58%-52.3pp | 220.34%-206.1pp |
| Employer contribution / active EE | $3,537 | $4,804-26.4% | $4,554-22.4% | $4,156-14.9% |
| Participant deferral / active EE | $19,843 | $8,216+141.5% | $7,897+151.3% | $6,407+209.7% |
| Admin fee / account holder | $26,828 | $14,344+87.0% | $13,129+104.3% | $12,270+118.6% |