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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 | $34,974 | $88,996-60.7% | $78,004-55.2% | $138,895-74.8% |
| Participation rate | 66.7% | 74.4%-7.7pp | 69.4%-2.8pp | 79.9%-13.3pp |
| Annual return | 13.25% | 28.03%-14.8pp | 31.07%-17.8pp | 145.39%-132.1pp |
| Employer contribution / active EE | $594 | $2,917-79.6% | $2,469-75.9% | $4,194-85.8% |
| Participant deferral / active EE | $60,825 | $4,724+1187.6% | $4,092+1386.5% | $6,396+851.0% |
| Admin fee / account holder | $23,650 | $8,807+168.5% | $7,578+212.1% | $12,562+88.3% |