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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 | $106,116 | $165,399-35.8% | $149,745-29.1% | $158,982-33.3% |
| Participation rate | 55.6% | 84.6%-29.0pp | 82.5%-26.9pp | 82.0%-26.4pp |
| Annual return | 12.28% | 348.34%-336.1pp | 276.72%-264.4pp | 302.99%-290.7pp |
| Employer contribution / active EE | $1,266 | $5,105-75.2% | $4,646-72.7% | $4,763-73.4% |
| Participant deferral / active EE | $4,547 | $7,183-36.7% | $6,843-33.5% | $5,983-24.0% |
| Admin fee / account holder | $20,940 | $10,811+93.7% | $9,312+124.9% | $11,252+86.1% |