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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 | $112,625 | $124,330-9.4% | $109,173+3.2% | $167,536-32.8% |
| Participation rate | 66.7% | 79.5%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 16.96% | 26.04%-9.1pp | 25.75%-8.8pp | 478.82%-461.9pp |
| Employer contribution / active EE | $2,780 | $4,209-33.9% | $3,723-25.3% | $4,839-42.5% |
| Participant deferral / active EE | $17,367 | $5,256+230.4% | $4,654+273.2% | $6,342+173.8% |
| Admin fee / account holder | $1,500 | $7,974-81.2% | $6,755-77.8% | $12,315-87.8% |