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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 | $180,076 | $167,533+7.5% | $151,645+18.7% | $134,545+33.8% |
| Participation rate | 42.9% | 88.4%-45.5pp | 87.5%-44.6pp | 81.2%-38.4pp |
| Annual return | -15.84% | 7.81%-23.7pp | 3.34%-19.2pp | 418.37%-434.2pp |
| Employer contribution / active EE | $7,184 | $6,828+5.2% | $6,165+16.5% | $4,742+51.5% |
| Participant deferral / active EE | $10,398 | $8,985+15.7% | $8,363+24.3% | $6,401+62.4% |
| Admin fee / account holder | $6,968 | $13,781-49.4% | $11,614-40.0% | $11,431-39.0% |