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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 | $18,055 | $183,627-90.2% | $155,602-88.4% | $145,978-87.6% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 15.53% | 61.32%-45.8pp | 64.81%-49.3pp | 550.52%-535.0pp |
| Employer contribution / active EE | $8,528 | $5,316+60.4% | $4,675+82.4% | $4,662+82.9% |
| Participant deferral / active EE | $16,519 | $6,466+155.5% | $5,629+193.5% | $6,690+146.9% |
| Admin fee / account holder | $2,331 | $19,327-87.9% | $15,923-85.4% | $13,400-82.6% |