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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 | $96,015 | $172,111-44.2% | $150,298-36.1% | $137,256-30.0% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 14.83% | 69.37%-54.5pp | 62.79%-48.0pp | 220.34%-205.5pp |
| Employer contribution / active EE | $4,268 | $4,636-7.9% | $4,154+2.7% | $4,156+2.7% |
| Participant deferral / active EE | $10,920 | $6,166+77.1% | $5,453+100.3% | $6,407+70.4% |
| Admin fee / account holder | $1,826 | $16,471-88.9% | $14,116-87.1% | $12,270-85.1% |