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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 | $211,239-6.9% | $178,528+10.1% | $145,877+34.8% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 9.92% | 30.22%-20.3pp | 27.11%-17.2pp | 551.28%-541.4pp |
| Employer contribution / active EE | $1,744 | $4,570-61.8% | $3,950-55.8% | $4,663-62.6% |
| Participant deferral / active EE | $2,551 | $6,963-63.4% | $6,278-59.4% | $6,691-61.9% |
| Admin fee / account holder | $104,989 | $12,095+768.1% | $10,419+907.7% | $13,402+683.4% |