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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 | $98,880 | $127,387-22.4% | $115,038-14.0% | $125,389-21.1% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | 1.42% | 31.28%-29.9pp | 26.14%-24.7pp | 282.24%-280.8pp |
| Employer contribution / active EE | $6,765 | $5,166+30.9% | $4,608+46.8% | $4,866+39.0% |
| Participant deferral / active EE | $12,000 | $6,423+86.8% | $6,026+99.1% | $5,352+124.2% |
| Admin fee / account holder | $9,739 | $9,516+2.3% | $8,175+19.1% | $9,541+2.1% |