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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 | $173,127 | $107,368+61.2% | $92,915+86.3% | $152,909+13.2% |
| Participation rate | 62.5% | 79.8%-17.3pp | 76.0%-13.5pp | 82.5%-20.0pp |
| Annual return | 19.02% | 145.64%-126.6pp | 109.45%-90.4pp | 345.46%-326.4pp |
| Employer contribution / active EE | $15,138 | $4,222+258.5% | $3,653+314.3% | $4,764+217.8% |
| Participant deferral / active EE | $8,194 | $4,848+69.0% | $4,238+93.3% | $5,851+40.0% |
| Admin fee / account holder | $17,004 | $7,082+140.1% | $5,796+193.4% | $11,601+46.6% |