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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 | $76,510 | $165,939-53.9% | $122,354-37.5% | $147,586-48.2% |
| Participation rate | 66.7% | 79.6%-12.9pp | 71.6%-5.0pp | 82.8%-16.2pp |
| Annual return | 14.88% | 34.56%-19.7pp | 30.28%-15.4pp | 578.59%-563.7pp |
| Employer contribution / active EE | $1,167 | $5,754-79.7% | $4,051-71.2% | $4,876-76.1% |
| Participant deferral / active EE | $6,433 | $4,005+60.6% | $3,287+95.7% | $5,439+18.3% |
| Admin fee / account holder | $668 | $7,425-91.0% | $5,479-87.8% | $10,886-93.9% |