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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 | $95,645 | $167,533-42.9% | $151,645-36.9% | $134,545-28.9% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -18.79% | 7.81%-26.6pp | 3.34%-22.1pp | 418.37%-437.2pp |
| Employer contribution / active EE | $15,227 | $6,828+123.0% | $6,165+147.0% | $4,742+221.1% |
| Participant deferral / active EE | $46,193 | $8,985+414.1% | $8,363+452.4% | $6,401+621.6% |
| Admin fee / account holder | $11,839 | $13,781-14.1% | $11,614+1.9% | $11,431+3.6% |