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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 | $14,909 | $107,666-86.2% | $102,184-85.4% | $154,746-90.4% |
| Participation rate | 66.7% | 83.7%-17.1pp | 82.6%-15.9pp | 80.7%-14.0pp |
| Annual return | 12.44% | 29.33%-16.9pp | 31.58%-19.1pp | 172.34%-159.9pp |
| Employer contribution / active EE | $5,195 | $3,846+35.1% | $3,594+44.6% | $4,379+18.6% |
| Participant deferral / active EE | $16,721 | $8,719+91.8% | $8,309+101.2% | $6,730+148.4% |
| Admin fee / account holder | $8,697 | $12,943-32.8% | $11,609-25.1% | $14,365-39.5% |