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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 | $107,072 | $64,307+66.5% | $57,349+86.7% | $125,388-14.6% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 83.2%-23.2pp |
| Annual return | 2.40% | 25.14%-22.7pp | 24.40%-22.0pp | 282.24%-279.8pp |
| Employer contribution / active EE | $2,653 | $3,193-16.9% | $2,689-1.3% | $4,866-45.5% |
| Participant deferral / active EE | $5,004 | $3,847+30.1% | $3,162+58.3% | $5,352-6.5% |
| Admin fee / account holder | $7,215 | $5,242+37.6% | $3,356+115.0% | $9,541-24.4% |