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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 | $124,346+90.0% | $111,306+112.2% | $167,553+41.0% |
| Participation rate | 50.0% | 79.6%-29.6pp | 77.3%-27.3pp | 82.1%-32.1pp |
| Annual return | 19.92% | 37.46%-17.5pp | 54.67%-34.8pp | 478.89%-459.0pp |
| Employer contribution / active EE | $4,634 | $3,438+34.8% | $2,732+69.6% | $4,840-4.3% |
| Participant deferral / active EE | $13,920 | $5,182+168.6% | $4,488+210.2% | $6,343+119.5% |
| Admin fee / account holder | $36,760 | $10,623+246.0% | $7,966+361.5% | $12,316+198.5% |