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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 | $97,892 | $175,257-44.1% | $149,717-34.6% | $139,456-29.8% |
| Participation rate | 25.0% | 83.4%-58.4pp | 78.8%-53.8pp | 80.3%-55.3pp |
| Annual return | 16.50% | 166.70%-150.2pp | 134.41%-117.9pp | 373.45%-356.9pp |
| Employer contribution / active EE | $5,072 | $5,477-7.4% | $4,820+5.2% | $4,753+6.7% |
| Participant deferral / active EE | $11,503 | $6,521+76.4% | $5,682+102.4% | $6,711+71.4% |
| Admin fee / account holder | $30,841 | $16,156+90.9% | $13,213+133.4% | $11,407+170.4% |