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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 | $126,726 | $117,846+7.5% | $102,434+23.7% | $145,884-13.1% |
| Participation rate | 40.0% | 78.6%-38.6pp | 76.5%-36.5pp | 80.3%-40.3pp |
| Annual return | 14.63% | 31.90%-17.3pp | 29.46%-14.8pp | 551.85%-537.2pp |
| Employer contribution / active EE | $41,697 | $3,615+1053.5% | $3,023+1279.2% | $4,662+794.3% |
| Participant deferral / active EE | $59,522 | $5,733+938.2% | $5,055+1077.5% | $6,690+789.8% |
| Admin fee / account holder | $18,249 | $13,356+36.6% | $9,462+92.9% | $13,392+36.3% |