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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 | $77,013 | $104,650-26.4% | $83,854-8.2% | $155,188-50.4% |
| Participation rate | 25.0% | 65.1%-40.1pp | 59.1%-34.1pp | 80.8%-55.8pp |
| Annual return | 14.22% | 28.97%-14.8pp | 31.39%-17.2pp | 148.84%-134.6pp |
| Employer contribution / active EE | $6,491 | $1,196+442.5% | $1,017+538.1% | $4,248+52.8% |
| Participant deferral / active EE | $14,817 | $2,367+525.9% | $2,035+628.1% | $6,531+126.9% |
| Admin fee / account holder | $6,096 | $3,518+73.3% | $3,197+90.7% | $14,480-57.9% |