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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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,799 | $76,551-38.9% | $123,894-62.2% | $62,881-25.6% |
| Participation rate | 50.0% | 73.0%-23.0pp | 81.4%-31.4pp | 69.3%-19.3pp |
| Annual return | 6.86% | 18.68%-11.8pp | 47.52%-40.7pp | 20.14%-13.3pp |
| Employer contribution / active EE | $2,796 | $2,882-3.0% | $4,617-39.4% | $2,281+22.6% |
| Participant deferral / active EE | $5,503 | $4,840+13.7% | $5,984-8.0% | $3,203+71.8% |
| Admin fee / account holder | $12,049 | $4,826+149.7% | $8,357+44.2% | $4,296+180.5% |