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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 | $63,335 | $148,629-57.4% | $135,982-53.4% | $139,487-54.6% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 13.17% | 79.33%-66.2pp | 68.32%-55.2pp | 373.84%-360.7pp |
| Employer contribution / active EE | $3,996 | $5,247-23.8% | $4,859-17.8% | $4,755-16.0% |
| Participant deferral / active EE | $12,000 | $8,102+48.1% | $7,760+54.6% | $6,713+78.8% |
| Admin fee / account holder | $8,934 | $12,406-28.0% | $10,767-17.0% | $11,407-21.7% |