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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 | $97,289-59.4% | $92,805-57.4% | $155,188-74.5% |
| Participation rate | 50.0% | 84.2%-34.2pp | 83.5%-33.5pp | 80.8%-30.8pp |
| Annual return | 17.55% | 29.03%-11.5pp | 31.59%-14.0pp | 148.84%-131.3pp |
| Employer contribution / active EE | $56,568 | $3,632+1457.5% | $3,424+1552.1% | $4,248+1231.7% |
| Participant deferral / active EE | $113,471 | $8,795+1190.1% | $8,448+1243.2% | $6,531+1637.4% |
| Admin fee / account holder | $14,901 | $12,015+24.0% | $10,911+36.6% | $14,480+2.9% |