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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 | $132,634-17.7% | $115,768-5.7% | $137,256-20.4% |
| Participation rate | 57.1% | 77.9%-20.7pp | 74.4%-17.3pp | 80.0%-22.8pp |
| Annual return | 13.25% | 160.70%-147.4pp | 100.46%-87.2pp | 220.34%-207.1pp |
| Employer contribution / active EE | $4,096 | $3,360+21.9% | $2,940+39.3% | $4,156-1.4% |
| Participant deferral / active EE | $12,374 | $5,619+120.2% | $4,917+151.7% | $6,407+93.1% |
| Admin fee / account holder | $32,792 | $15,028+118.2% | $12,439+163.6% | $12,270+167.2% |