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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 | $208,088-52.5% | $186,193-46.9% | $154,746-36.1% |
| Participation rate | 61.5% | 80.0%-18.5pp | 77.1%-15.6pp | 80.7%-19.2pp |
| Annual return | 13.24% | 89.97%-76.7pp | 78.03%-64.8pp | 172.34%-159.1pp |
| Employer contribution / active EE | $5,320 | $4,340+22.6% | $3,918+35.8% | $4,379+21.5% |
| Participant deferral / active EE | $14,595 | $7,078+106.2% | $6,513+124.1% | $6,730+116.8% |
| Admin fee / account holder | $14,119 | $11,698+20.7% | $11,058+27.7% | $14,365-1.7% |