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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 | $242,015 | $172,111+40.6% | $150,298+61.0% | $137,256+76.3% |
| Participation rate | 33.3% | 81.7%-48.4pp | 77.8%-44.4pp | 80.0%-46.6pp |
| Annual return | 13.82% | 69.37%-55.6pp | 62.79%-49.0pp | 220.34%-206.5pp |
| Employer contribution / active EE | $68,846 | $4,636+1384.9% | $4,154+1557.3% | $4,156+1556.5% |
| Participant deferral / active EE | $126,651 | $6,166+1954.1% | $5,453+2222.7% | $6,407+1876.8% |
| Admin fee / account holder | $3,745 | $16,471-77.3% | $14,116-73.5% | $12,270-69.5% |