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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 | $35,673 | $201,370-82.3% | $184,256-80.6% | $145,897-75.5% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 11.57% | 29.05%-17.5pp | 28.85%-17.3pp | 552.29%-540.7pp |
| Employer contribution / active EE | $17,214 | $7,024+145.1% | $6,427+167.8% | $4,663+269.2% |
| Participant deferral / active EE | $51,740 | $9,808+427.5% | $9,133+466.5% | $6,689+673.5% |
| Admin fee / account holder | $119,903 | $16,364+632.7% | $13,899+762.6% | $13,390+795.4% |