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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 | $188,854 | $154,365+22.3% | $130,231+45.0% | $139,466+35.4% |
| Participation rate | 57.1% | 79.9%-22.8pp | 76.3%-19.1pp | 80.3%-23.2pp |
| Annual return | 15.99% | 30.53%-14.5pp | 38.86%-22.9pp | 373.66%-357.7pp |
| Employer contribution / active EE | $1,208 | $5,170-76.6% | $4,126-70.7% | $4,754-74.6% |
| Participant deferral / active EE | $10,799 | $8,498+27.1% | $6,799+58.8% | $6,712+60.9% |
| Admin fee / account holder | $6,949 | $9,214-24.6% | $6,020+15.4% | $11,409-39.1% |