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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 | $75,658 | $47,479+59.3% | $62,929+20.2% | $82,448-8.2% |
| Participation rate | 48.1% | 66.9%-18.7pp | 73.1%-25.0pp | 68.1%-19.9pp |
| Annual return | 15.33% | 20.34%-5.0pp | 1063.93%-1048.6pp | 41.64%-26.3pp |
| Employer contribution / active EE | $2,170 | $1,885+15.1% | $2,505-13.4% | $2,551-14.9% |
| Participant deferral / active EE | $4,958 | $2,870+72.7% | $3,888+27.5% | $4,139+19.8% |
| Admin fee / account holder | $9,347 | $3,804+145.7% | $5,065+84.6% | $7,234+29.2% |