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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 | $90,268 | $132,634-31.9% | $115,768-22.0% | $137,256-34.2% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.4%-7.7pp | 80.0%-13.3pp |
| Annual return | 16.18% | 160.70%-144.5pp | 100.46%-84.3pp | 220.34%-204.2pp |
| Employer contribution / active EE | $14,584 | $3,360+334.1% | $2,940+396.1% | $4,156+250.9% |
| Participant deferral / active EE | $37,617 | $5,619+569.5% | $4,917+665.1% | $6,407+487.1% |
| Admin fee / account holder | $25,218 | $15,028+67.8% | $12,439+102.7% | $12,270+105.5% |