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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 | $160,547 | $157,296+2.1% | $141,191+13.7% | $152,897+5.0% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 23.45% | 64.34%-40.9pp | 71.41%-48.0pp | 345.43%-322.0pp |
| Employer contribution / active EE | $1,487 | $5,262-71.7% | $4,736-68.6% | $4,764-68.8% |
| Participant deferral / active EE | $2,554 | $7,111-64.1% | $6,710-61.9% | $5,851-56.3% |
| Admin fee / account holder | $40,788 | $12,125+236.4% | $10,264+297.4% | $11,599+251.6% |