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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 | $71,349 | $162,529-56.1% | $130,788-45.4% | $154,746-53.9% |
| Participation rate | 60.0% | 75.9%-15.9pp | 70.1%-10.1pp | 80.7%-20.7pp |
| Annual return | 11.11% | 510.48%-499.4pp | 386.44%-375.3pp | 172.34%-161.2pp |
| Employer contribution / active EE | $2,246 | $4,447-49.5% | $3,558-36.9% | $4,379-48.7% |
| Participant deferral / active EE | $8,422 | $4,808+75.2% | $4,137+103.6% | $6,730+25.1% |
| Admin fee / account holder | $11,556 | $7,669+50.7% | $6,673+73.2% | $14,365-19.6% |