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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 | $174,018-90.2% | $136,833-87.6% | $198,609-91.4% |
| Participation rate | 22.2% | 65.1%-42.9pp | 59.0%-36.8pp | 82.4%-60.2pp |
| Annual return | 7.30% | 35.16%-27.9pp | 35.32%-28.0pp | 202.70%-195.4pp |
| Employer contribution / active EE | $11,893 | $1,571+657.0% | $1,319+802.0% | $5,055+135.3% |
| Participant deferral / active EE | $0 | $2,873-100.0% | $2,441-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,075 | $5,434-80.2% | $4,706-77.2% | $19,030-94.4% |