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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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,587 | $182,442-39.4% | $163,379-32.3% | $138,895-20.4% |
| Participation rate | 33.3% | 79.8%-46.4pp | 76.8%-43.5pp | 79.9%-46.6pp |
| Annual return | 21.31% | 72.74%-51.4pp | 63.41%-42.1pp | 145.39%-124.1pp |
| Employer contribution / active EE | $568 | $4,159-86.3% | $3,752-84.9% | $4,194-86.5% |
| Participant deferral / active EE | $2,130 | $6,817-68.8% | $6,282-66.1% | $6,396-66.7% |
| Admin fee / account holder | $698 | $10,396-93.3% | $9,818-92.9% | $12,562-94.4% |