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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 | $16,721 | $154,228-89.2% | $145,433-88.5% | $137,256-87.8% |
| Participation rate | 25.0% | 83.8%-58.8pp | 82.1%-57.1pp | 80.0%-55.0pp |
| Annual return | 16.48% | 74.59%-58.1pp | 66.58%-50.1pp | 220.34%-203.9pp |
| Employer contribution / active EE | $2,977 | $4,804-38.0% | $4,554-34.6% | $4,156-28.4% |
| Participant deferral / active EE | $4,405 | $8,216-46.4% | $7,897-44.2% | $6,407-31.2% |
| Admin fee / account holder | $1,978 | $14,344-86.2% | $13,129-84.9% | $12,270-83.9% |