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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 | $109,190 | $139,948-22.0% | $121,663-10.3% | $154,746-29.4% |
| Participation rate | 57.1% | 78.0%-20.9pp | 74.5%-17.3pp | 80.7%-23.6pp |
| Annual return | 13.25% | 230.52%-217.3pp | 147.54%-134.3pp | 172.34%-159.1pp |
| Employer contribution / active EE | $4,096 | $3,521+16.3% | $3,020+35.6% | $4,379-6.5% |
| Participant deferral / active EE | $12,374 | $5,629+119.8% | $4,887+153.2% | $6,730+83.8% |
| Admin fee / account holder | $32,792 | $17,321+89.3% | $14,289+129.5% | $14,365+128.3% |