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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 | $69,118-75.4% | $53,647-68.3% | $138,895-87.8% |
| Participation rate | 22.2% | 64.0%-41.8pp | 56.3%-34.1pp | 79.9%-57.7pp |
| Annual return | 7.30% | 248.26%-241.0pp | 358.33%-351.0pp | 145.39%-138.1pp |
| Employer contribution / active EE | $11,893 | $1,189+899.8% | $962+1136.2% | $4,194+183.6% |
| Participant deferral / active EE | $0 | $2,274-100.0% | $1,813-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,075 | $2,724-60.5% | $2,460-56.3% | $12,562-91.4% |