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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 | $174,871 | $148,623+17.7% | $135,974+28.6% | $139,466+25.4% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 15.65% | 79.30%-63.6pp | 68.30%-52.7pp | 373.66%-358.0pp |
| Employer contribution / active EE | $3,130 | $5,246-40.3% | $4,859-35.6% | $4,754-34.2% |
| Participant deferral / active EE | $9,525 | $8,103+17.6% | $7,760+22.7% | $6,712+41.9% |
| Admin fee / account holder | $5,940 | $12,406-52.1% | $10,767-44.8% | $11,409-47.9% |