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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 | $66,843 | $211,105-68.3% | $178,449-62.5% | $145,978-54.2% |
| Participation rate | 33.3% | 80.8%-47.5pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 15.91% | 30.19%-14.3pp | 27.09%-11.2pp | 550.52%-534.6pp |
| Employer contribution / active EE | $4,381 | $4,569-4.1% | $3,951+10.9% | $4,662-6.0% |
| Participant deferral / active EE | $7,945 | $6,959+14.2% | $6,277+26.6% | $6,690+18.8% |
| Admin fee / account holder | $63,077 | $12,017+424.9% | $10,362+508.7% | $13,400+370.7% |