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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 | $196,592 | $211,224-6.9% | $178,505+10.1% | $145,897+34.7% |
| Participation rate | 66.7% | 80.8%-14.2pp | 77.1%-10.5pp | 80.3%-13.6pp |
| Annual return | 9.92% | 30.28%-20.4pp | 27.16%-17.2pp | 552.29%-542.4pp |
| Employer contribution / active EE | $1,744 | $4,577-61.9% | $3,955-55.9% | $4,663-62.6% |
| Participant deferral / active EE | $2,551 | $6,966-63.4% | $6,280-59.4% | $6,689-61.9% |
| Admin fee / account holder | $104,989 | $12,109+767.0% | $10,428+906.8% | $13,390+684.1% |