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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 | $54,158 | $90,320-40.0% | $59,496-9.0% | $125,389-56.8% |
| Participation rate | 25.0% | 68.3%-43.3pp | 54.6%-29.6pp | 83.2%-58.2pp |
| Annual return | 1.32% | 369.13%-367.8pp | 182.05%-180.7pp | 282.24%-280.9pp |
| Employer contribution / active EE | $3,261 | $1,792+82.0% | $1,153+182.8% | $4,866-33.0% |
| Participant deferral / active EE | $5,207 | $2,716+91.7% | $1,829+184.6% | $5,352-2.7% |
| Admin fee / account holder | $37,035 | $3,063+1109.2% | $2,232+1559.1% | $9,541+288.2% |