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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 | $137,351 | $110,240+24.6% | $96,544+42.3% | $139,487-1.5% |
| Participation rate | 57.1% | 78.1%-21.0pp | 76.0%-18.8pp | 80.3%-23.2pp |
| Annual return | 18.90% | 26.41%-7.5pp | 25.88%-7.0pp | 373.84%-354.9pp |
| Employer contribution / active EE | $7,397 | $3,622+104.2% | $2,966+149.3% | $4,755+55.6% |
| Participant deferral / active EE | $14,363 | $5,549+158.8% | $4,851+196.1% | $6,713+114.0% |
| Admin fee / account holder | $23,021 | $11,602+98.4% | $8,254+178.9% | $11,407+101.8% |