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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 | $114,758 | $102,638+11.8% | $81,991+40.0% | $158,966-27.8% |
| Participation rate | 60.0% | 75.5%-15.5pp | 69.3%-9.3pp | 82.0%-22.0pp |
| Annual return | 12.01% | 61.05%-49.0pp | 41.31%-29.3pp | 302.95%-290.9pp |
| Employer contribution / active EE | $21,868 | $3,241+574.8% | $2,498+775.3% | $4,762+359.2% |
| Participant deferral / active EE | $62,802 | $4,649+1250.8% | $3,722+1587.1% | $5,983+949.7% |
| Admin fee / account holder | $39,079 | $8,237+374.4% | $5,665+589.9% | $11,250+247.4% |