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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 | $13,691 | $110,379-87.6% | $102,412-86.6% | $145,884-90.6% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 13.52% | 24.84%-11.3pp | 24.94%-11.4pp | 551.85%-538.3pp |
| Employer contribution / active EE | $32,568 | $4,216+672.5% | $3,870+741.6% | $4,662+598.5% |
| Participant deferral / active EE | $36,325 | $5,622+546.2% | $5,060+617.9% | $6,690+443.0% |
| Admin fee / account holder | $15,442 | $9,745+58.5% | $8,388+84.1% | $13,392+15.3% |