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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 | $17,014 | $94,439-82.0% | $73,658-76.9% | $154,746-89.0% |
| Participation rate | 22.2% | 64.7%-42.4pp | 57.0%-34.8pp | 80.7%-58.5pp |
| Annual return | 7.30% | 28.25%-20.9pp | 29.72%-22.4pp | 172.34%-165.0pp |
| Employer contribution / active EE | $11,893 | $1,257+845.9% | $1,032+1052.0% | $4,379+171.6% |
| Participant deferral / active EE | $0 | $2,527-100.0% | $2,062-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,075 | $3,843-72.0% | $3,357-68.0% | $14,365-92.5% |