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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 | $55,457+36.4% | $77,361-2.2% | $94,015-19.5% |
| Participation rate | 48.1% | 69.8%-21.7pp | 75.0%-26.8pp | 70.8%-22.7pp |
| Annual return | 15.33% | 15.57%-0.2pp | 1011.54%-996.2pp | 17.84%-2.5pp |
| Employer contribution / active EE | $2,170 | $2,255-3.8% | $2,990-27.4% | $2,790-22.2% |
| Participant deferral / active EE | $4,958 | $3,069+61.5% | $3,911+26.8% | $4,249+16.7% |
| Admin fee / account holder | $9,347 | $4,334+115.7% | $5,894+58.6% | $8,951+4.4% |