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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 | $37,458 | $135,956-72.4% | $123,894-69.8% | $273,972-86.3% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 5.80% | 56.63%-50.8pp | 47.52%-41.7pp | 41.46%-35.7pp |
| Employer contribution / active EE | $4,008 | $5,170-22.5% | $4,617-13.2% | $4,869-17.7% |
| Participant deferral / active EE | $10,444 | $6,343+64.7% | $5,984+74.5% | $5,287+97.5% |
| Admin fee / account holder | $958 | $9,817-90.2% | $8,357-88.5% | $10,133-90.5% |