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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 | $83,382 | $111,814-25.4% | $103,378-19.3% | $145,978-42.9% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 12.49% | 24.80%-12.3pp | 24.91%-12.4pp | 550.52%-538.0pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $78,139 | $5,618+1290.9% | $5,058+1444.9% | $6,690+1068.1% |
| Admin fee / account holder | $19,743 | $9,764+102.2% | $8,401+135.0% | $13,400+47.3% |