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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 | $83,766 | $208,088-59.7% | $186,193-55.0% | $154,746-45.9% |
| Participation rate | 33.3% | 80.0%-46.7pp | 77.1%-43.8pp | 80.7%-47.4pp |
| Annual return | 17.45% | 89.97%-72.5pp | 78.03%-60.6pp | 172.34%-154.9pp |
| Employer contribution / active EE | $3,608 | $4,340-16.9% | $3,918-7.9% | $4,379-17.6% |
| Participant deferral / active EE | $7,833 | $7,078+10.7% | $6,513+20.3% | $6,730+16.4% |
| Admin fee / account holder | $1,644 | $11,698-85.9% | $11,058-85.1% | $14,365-88.6% |