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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 | $37,240 | $172,111-78.4% | $150,298-75.2% | $137,256-72.9% |
| Participation rate | 33.3% | 81.7%-48.4pp | 77.8%-44.4pp | 80.0%-46.6pp |
| Annual return | 12.99% | 69.37%-56.4pp | 62.79%-49.8pp | 220.34%-207.3pp |
| Employer contribution / active EE | $6,188 | $4,636+33.5% | $4,154+49.0% | $4,156+48.9% |
| Participant deferral / active EE | $17,673 | $6,166+186.6% | $5,453+224.1% | $6,407+175.8% |
| Admin fee / account holder | $76,222 | $16,471+362.8% | $14,116+440.0% | $12,270+521.2% |