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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 | $173,648 | $183,592-5.4% | $155,574+11.6% | $145,877+19.0% |
| Participation rate | 37.5% | 82.7%-45.2pp | 78.2%-40.7pp | 80.3%-42.8pp |
| Annual return | 9.93% | 61.37%-51.4pp | 64.87%-54.9pp | 551.28%-541.4pp |
| Employer contribution / active EE | $5,009 | $5,317-5.8% | $4,676+7.1% | $4,663+7.4% |
| Participant deferral / active EE | $6,269 | $6,466-3.0% | $5,629+11.4% | $6,691-6.3% |
| Admin fee / account holder | $16,716 | $19,316-13.5% | $15,914+5.0% | $13,402+24.7% |