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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 | $97,580 | $112,131-13.0% | $95,964+1.7% | $158,982-38.6% |
| Participation rate | 62.5% | 79.0%-16.5pp | 77.1%-14.6pp | 82.0%-19.5pp |
| Annual return | 18.92% | 171.19%-152.3pp | 91.64%-72.7pp | 302.99%-284.1pp |
| Employer contribution / active EE | $3,906 | $3,199+22.1% | $2,541+53.7% | $4,763-18.0% |
| Participant deferral / active EE | $12,003 | $4,784+150.9% | $4,167+188.1% | $5,983+100.6% |
| Admin fee / account holder | $3,404 | $10,136-66.4% | $6,797-49.9% | $11,252-69.8% |