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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 | $186,206 | $196,972-5.5% | $182,262+2.2% | $198,609-6.2% |
| Participation rate | 50.0% | 85.7%-35.7pp | 84.2%-34.2pp | 82.4%-32.4pp |
| Annual return | 10.72% | 158.27%-147.6pp | 140.60%-129.9pp | 202.70%-192.0pp |
| Employer contribution / active EE | $9,657 | $5,364+80.1% | $5,046+91.4% | $5,055+91.0% |
| Participant deferral / active EE | $18,907 | $8,643+118.8% | $8,276+128.4% | $6,977+171.0% |
| Admin fee / account holder | $8,036 | $18,429-56.4% | $16,712-51.9% | $19,030-57.8% |