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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 | $201,778 | $209,336-3.6% | $197,124+2.4% | $137,256+47.0% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 18.09% | 48.09%-30.0pp | 44.34%-26.3pp | 220.34%-202.3pp |
| Employer contribution / active EE | $4,501 | $6,591-31.7% | $6,227-27.7% | $4,156+8.3% |
| Participant deferral / active EE | $13,625 | $9,614+41.7% | $9,135+49.2% | $6,407+112.7% |
| Admin fee / account holder | $40,927 | $17,308+136.5% | $16,298+151.1% | $12,270+233.6% |