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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 | $50,554+49.7% | $67,681+11.8% | $87,485-13.5% |
| Participation rate | 48.1% | 67.7%-19.6pp | 73.7%-25.6pp | 68.9%-20.8pp |
| Annual return | 15.33% | 17.81%-2.5pp | 590.58%-575.3pp | 26.06%-10.7pp |
| Employer contribution / active EE | $2,170 | $1,988+9.1% | $2,678-19.0% | $2,596-16.4% |
| Participant deferral / active EE | $4,958 | $2,961+67.4% | $3,976+24.7% | $4,274+16.0% |
| Admin fee / account holder | $9,347 | $4,132+126.2% | $6,100+53.2% | $7,775+20.2% |