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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 | $98,908 | $180,749-45.3% | $160,784-38.5% | $137,256-27.9% |
| Participation rate | 61.5% | 80.0%-18.4pp | 77.0%-15.4pp | 80.0%-18.4pp |
| Annual return | 13.24% | 2234.46%-2221.2pp | 1803.92%-1790.7pp | 220.34%-207.1pp |
| Employer contribution / active EE | $5,320 | $4,155+28.0% | $3,733+42.5% | $4,156+28.0% |
| Participant deferral / active EE | $14,595 | $6,844+113.2% | $6,293+131.9% | $6,407+127.8% |
| Admin fee / account holder | $14,119 | $10,397+35.8% | $9,717+45.3% | $12,270+15.1% |