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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 | $10,842 | $94,439-88.5% | $73,658-85.3% | $154,746-93.0% |
| Participation rate | 66.7% | 64.7%+2.0pp | 57.0%+9.6pp | 80.7%-14.0pp |
| Annual return | 20.59% | 28.25%-7.7pp | 29.72%-9.1pp | 172.34%-151.7pp |
| Employer contribution / active EE | $1,839 | $1,257+46.3% | $1,032+78.2% | $4,379-58.0% |
| Participant deferral / active EE | $5,059 | $2,527+100.2% | $2,062+145.4% | $6,730-24.8% |
| Admin fee / account holder | $595 | $3,843-84.5% | $3,357-82.3% | $14,365-95.9% |