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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 | $33,562 | $152,587-78.0% | $125,175-73.2% | $152,870-78.0% |
| Participation rate | 33.3% | 83.3%-50.0pp | 79.8%-46.4pp | 82.4%-49.1pp |
| Annual return | 19.86% | 54.84%-35.0pp | 43.79%-23.9pp | 345.34%-325.5pp |
| Employer contribution / active EE | $3,296 | $4,946-33.4% | $3,865-14.7% | $4,763-30.8% |
| Participant deferral / active EE | $17,118 | $5,868+191.7% | $4,937+246.7% | $5,850+192.6% |
| Admin fee / account holder | $19,153 | $13,434+42.6% | $9,702+97.4% | $11,597+65.2% |