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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 | $183,516-5.4% | $155,534+11.6% | $145,884+19.0% |
| Participation rate | 37.5% | 82.7%-45.2pp | 78.2%-40.7pp | 80.3%-42.8pp |
| Annual return | 9.93% | 61.43%-51.5pp | 64.92%-55.0pp | 551.85%-541.9pp |
| Employer contribution / active EE | $5,009 | $5,315-5.8% | $4,675+7.1% | $4,662+7.4% |
| Participant deferral / active EE | $6,269 | $6,467-3.1% | $5,630+11.3% | $6,690-6.3% |
| Admin fee / account holder | $16,716 | $19,293-13.4% | $15,900+5.1% | $13,392+24.8% |