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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 | $94,744 | $167,533-43.4% | $151,645-37.5% | $134,545-29.6% |
| Participation rate | 42.9% | 88.4%-45.5pp | 87.5%-44.6pp | 81.2%-38.4pp |
| Annual return | -17.80% | 7.81%-25.6pp | 3.34%-21.1pp | 418.37%-436.2pp |
| Employer contribution / active EE | $11,110 | $6,828+62.7% | $6,165+80.2% | $4,742+134.3% |
| Participant deferral / active EE | $38,996 | $8,985+334.0% | $8,363+366.3% | $6,401+509.2% |
| Admin fee / account holder | $28,588 | $13,781+107.5% | $11,614+146.2% | $11,431+150.1% |