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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 | $87,834 | $101,618-13.6% | $93,063-5.6% | $137,256-36.0% |
| Participation rate | 50.0% | 74.9%-24.9pp | 72.1%-22.1pp | 80.0%-30.0pp |
| Annual return | 12.74% | 223.95%-211.2pp | 34.15%-21.4pp | 220.34%-207.6pp |
| Employer contribution / active EE | $7,428 | $2,707+174.4% | $2,476+200.0% | $4,156+78.7% |
| Participant deferral / active EE | $19,190 | $4,279+348.4% | $3,958+384.8% | $6,407+199.5% |
| Admin fee / account holder | $63,061 | $6,198+917.4% | $6,033+945.2% | $12,270+413.9% |