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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 | $21,945 | $141,004-84.4% | $112,273-80.5% | $139,466-84.3% |
| Participation rate | 66.7% | 79.2%-12.5pp | 72.4%-5.8pp | 80.3%-13.7pp |
| Annual return | 18.80% | 32.75%-13.9pp | 30.23%-11.4pp | 373.66%-354.9pp |
| Employer contribution / active EE | $5,851 | $4,285+36.6% | $3,431+70.5% | $4,754+23.1% |
| Participant deferral / active EE | $1,491 | $5,878-74.6% | $4,800-68.9% | $6,712-77.8% |
| Admin fee / account holder | $2,732 | $9,959-72.6% | $7,752-64.8% | $11,409-76.1% |