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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 | $108,221 | $124,314-12.9% | $109,163-0.9% | $167,518-35.4% |
| Participation rate | 66.7% | 79.4%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 15.45% | 26.04%-10.6pp | 25.75%-10.3pp | 478.71%-463.3pp |
| Employer contribution / active EE | $8,515 | $4,209+102.3% | $3,723+128.8% | $4,838+76.0% |
| Participant deferral / active EE | $45,241 | $5,256+760.7% | $4,654+872.1% | $6,342+613.4% |
| Admin fee / account holder | $779 | $7,973-90.2% | $6,754-88.5% | $12,312-93.7% |