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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 | $100,547 | $227,633-55.8% | $189,597-47.0% | $167,553-40.0% |
| Participation rate | 33.3% | 82.5%-49.2pp | 78.4%-45.1pp | 82.1%-48.8pp |
| Annual return | 8.35% | 78.45%-70.1pp | 64.20%-55.9pp | 478.89%-470.5pp |
| Employer contribution / active EE | $4,433 | $5,317-16.6% | $4,412+0.5% | $4,840-8.4% |
| Participant deferral / active EE | $6,500 | $7,003-7.2% | $6,174+5.3% | $6,343+2.5% |
| Admin fee / account holder | $31,455 | $11,879+164.8% | $9,807+220.7% | $12,316+155.4% |