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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 | $236,203 | $124,324+90.0% | $111,303+112.2% | $167,497+41.0% |
| Participation rate | 50.0% | 79.6%-29.6pp | 77.3%-27.3pp | 82.1%-32.1pp |
| Annual return | 19.92% | 37.44%-17.5pp | 54.66%-34.7pp | 478.62%-458.7pp |
| Employer contribution / active EE | $4,634 | $3,436+34.9% | $2,731+69.7% | $4,838-4.2% |
| Participant deferral / active EE | $13,920 | $5,181+168.7% | $4,488+210.2% | $6,341+119.5% |
| Admin fee / account holder | $36,760 | $10,620+246.1% | $7,965+361.5% | $12,310+198.6% |