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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 | $76,194 | $156,398-51.3% | $147,318-48.3% | $138,895-45.1% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 12.48% | 78.75%-66.3pp | 70.43%-58.0pp | 145.39%-132.9pp |
| Employer contribution / active EE | $1,117 | $4,853-77.0% | $4,593-75.7% | $4,194-73.4% |
| Participant deferral / active EE | $7,636 | $8,237-7.3% | $7,906-3.4% | $6,396+19.4% |
| Admin fee / account holder | $51,157 | $14,976+241.6% | $13,708+273.2% | $12,562+307.2% |