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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 | $196,001 | $160,070+22.4% | $147,117+33.2% | $145,897+34.3% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 15.08% | 98.69%-83.6pp | 420.54%-405.5pp | 552.29%-537.2pp |
| Employer contribution / active EE | $4,935 | $5,285-6.6% | $4,932+0.1% | $4,663+5.8% |
| Participant deferral / active EE | $8,963 | $8,419+6.5% | $8,065+11.1% | $6,689+34.0% |
| Admin fee / account holder | $32,148 | $15,035+113.8% | $12,993+147.4% | $13,390+140.1% |