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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 | $168,194 | $117,846+42.7% | $102,434+64.2% | $145,884+15.3% |
| Participation rate | 40.0% | 78.6%-38.6pp | 76.5%-36.5pp | 80.3%-40.3pp |
| Annual return | 12.58% | 31.90%-19.3pp | 29.46%-16.9pp | 551.85%-539.3pp |
| Employer contribution / active EE | $4,521 | $3,615+25.1% | $3,023+49.5% | $4,662-3.0% |
| Participant deferral / active EE | $9,344 | $5,733+63.0% | $5,055+84.8% | $6,690+39.7% |
| Admin fee / account holder | $72,000 | $13,356+439.1% | $9,462+660.9% | $13,392+437.6% |