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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 | $39,547 | $102,609-61.5% | $98,090-59.7% | $138,895-71.5% |
| Participation rate | 50.0% | 82.8%-32.8pp | 81.5%-31.5pp | 79.9%-29.9pp |
| Annual return | 17.55% | 36.44%-18.9pp | 37.05%-19.5pp | 145.39%-127.8pp |
| Employer contribution / active EE | $56,568 | $3,867+1362.7% | $3,606+1468.6% | $4,194+1248.7% |
| Participant deferral / active EE | $113,471 | $8,167+1289.4% | $7,845+1346.4% | $6,396+1674.0% |
| Admin fee / account holder | $14,901 | $11,434+30.3% | $11,815+26.1% | $12,562+18.6% |