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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 | $117,904+7.5% | $102,457+23.7% | $145,978-13.2% |
| Participation rate | 40.0% | 78.6%-38.6pp | 76.5%-36.5pp | 80.3%-40.3pp |
| Annual return | 14.63% | 31.80%-17.2pp | 29.41%-14.8pp | 550.52%-535.9pp |
| Employer contribution / active EE | $41,697 | $3,613+1054.0% | $3,022+1279.7% | $4,662+794.4% |
| Participant deferral / active EE | $59,522 | $5,733+938.2% | $5,054+1077.7% | $6,690+789.8% |
| Admin fee / account holder | $18,249 | $13,329+36.9% | $9,451+93.1% | $13,400+36.2% |