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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 | $219,724 | $131,835+66.7% | $108,582+102.4% | $273,972-19.8% |
| Participation rate | 25.0% | 83.5%-58.5pp | 79.6%-54.6pp | 83.0%-58.0pp |
| Annual return | 3.22% | -91.57%+94.8pp | -51.70%+54.9pp | 41.46%-38.2pp |
| Employer contribution / active EE | $41,184 | $4,913+738.3% | $3,758+995.8% | $4,869+745.9% |
| Participant deferral / active EE | $23,698 | $5,127+362.2% | $4,311+449.7% | $5,287+348.2% |
| Admin fee / account holder | $18,836 | $10,253+83.7% | $7,645+146.4% | $10,133+85.9% |