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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 | $77,911 | $77,416+0.6% | $69,464+12.2% | $152,897-49.0% |
| Participation rate | 60.0% | 78.1%-18.1pp | 74.6%-14.6pp | 82.5%-22.5pp |
| Annual return | 14.46% | 39.08%-24.6pp | 28.98%-14.5pp | 345.43%-331.0pp |
| Employer contribution / active EE | $7,662 | $3,315+131.2% | $2,779+175.7% | $4,764+60.8% |
| Participant deferral / active EE | $9,782 | $4,413+121.7% | $3,536+176.6% | $5,851+67.2% |
| Admin fee / account holder | $4,104 | $6,208-33.9% | $3,840+6.9% | $11,599-64.6% |