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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 | $142,354-23.3% | $125,529-13.0% | $155,188-29.6% |
| Participation rate | 57.1% | 78.1%-20.9pp | 74.7%-17.6pp | 80.8%-23.7pp |
| Annual return | 13.25% | 306.06%-292.8pp | 202.56%-189.3pp | 148.84%-135.6pp |
| Employer contribution / active EE | $4,096 | $3,501+17.0% | $3,058+34.0% | $4,248-3.6% |
| Participant deferral / active EE | $12,374 | $5,491+125.4% | $4,813+157.1% | $6,531+89.5% |
| Admin fee / account holder | $32,792 | $19,392+69.1% | $16,298+101.2% | $14,480+126.5% |