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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 | $159,934+22.6% | $147,005+33.3% | $145,959+34.3% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 15.08% | 98.24%-83.2pp | 418.76%-403.7pp | 561.95%-546.9pp |
| Employer contribution / active EE | $4,935 | $5,287-6.7% | $4,9340% | $4,661+5.9% |
| Participant deferral / active EE | $8,963 | $8,427+6.4% | $8,070+11.1% | $6,689+34.0% |
| Admin fee / account holder | $32,148 | $15,053+113.6% | $13,006+147.2% | $13,398+140.0% |