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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 | $21,570 | $183,592-88.3% | $155,574-86.1% | $145,877-85.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 11.93% | 61.37%-49.4pp | 64.87%-52.9pp | 551.28%-539.4pp |
| Employer contribution / active EE | $6,341 | $5,317+19.3% | $4,676+35.6% | $4,663+36.0% |
| Participant deferral / active EE | $12,227 | $6,466+89.1% | $5,629+117.2% | $6,691+82.7% |
| Admin fee / account holder | $10,157 | $19,316-47.4% | $15,914-36.2% | $13,402-24.2% |