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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 | $27,838 | $185,312-85.0% | $161,489-82.8% | $154,746-82.0% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 11.42% | 103.84%-92.4pp | 89.72%-78.3pp | 172.34%-160.9pp |
| Employer contribution / active EE | $3,059 | $4,769-35.9% | $4,268-28.3% | $4,379-30.1% |
| Participant deferral / active EE | $4,921 | $6,350-22.5% | $5,630-12.6% | $6,730-26.9% |
| Admin fee / account holder | $11,868 | $18,654-36.4% | $16,006-25.9% | $14,365-17.4% |