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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 | $26,147 | $112,933-76.8% | $90,970-71.3% | $158,982-83.6% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | 14.51% | 215.82%-201.3pp | 134.60%-120.1pp | 302.99%-288.5pp |
| Employer contribution / active EE | $2,273 | $2,893-21.5% | $2,122+7.1% | $4,763-52.3% |
| Participant deferral / active EE | $2,407 | $4,128-41.7% | $3,373-28.6% | $5,983-59.8% |
| Admin fee / account holder | $2,304 | $8,047-71.4% | $5,961-61.3% | $11,252-79.5% |