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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 | $117,495 | $111,814+5.1% | $103,378+13.7% | $145,978-19.5% |
| Participation rate | 36.4% | 77.9%-41.6pp | 74.5%-38.1pp | 80.3%-43.9pp |
| Annual return | 15.61% | 24.80%-9.2pp | 24.91%-9.3pp | 550.52%-534.9pp |
| Employer contribution / active EE | $17,371 | $4,215+312.1% | $3,870+348.8% | $4,662+272.6% |
| Participant deferral / active EE | $40,444 | $5,618+619.9% | $5,058+699.6% | $6,690+504.6% |
| Admin fee / account holder | $5,887 | $9,764-39.7% | $8,401-29.9% | $13,400-56.1% |