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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 | $139,948-35.5% | $121,663-25.8% | $154,746-41.7% |
| Participation rate | 66.7% | 78.0%-11.3pp | 74.5%-7.8pp | 80.7%-14.0pp |
| Annual return | 16.18% | 230.52%-214.3pp | 147.54%-131.4pp | 172.34%-156.2pp |
| Employer contribution / active EE | $14,584 | $3,521+314.2% | $3,020+382.9% | $4,379+233.0% |
| Participant deferral / active EE | $37,617 | $5,629+568.3% | $4,887+669.7% | $6,730+458.9% |
| Admin fee / account holder | $25,218 | $17,321+45.6% | $14,289+76.5% | $14,365+75.6% |