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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 | $15,880 | $67,823-76.6% | $52,425-69.7% | $137,256-88.4% |
| Participation rate | 62.5% | 63.9%-1.4pp | 55.6%+6.9pp | 80.0%-17.5pp |
| Annual return | 19.31% | 219.11%-199.8pp | 302.12%-282.8pp | 220.34%-201.0pp |
| Employer contribution / active EE | $17,270 | $1,163+1385.0% | $914+1789.0% | $4,156+315.5% |
| Participant deferral / active EE | $7,293 | $2,288+218.7% | $1,790+307.3% | $6,407+13.8% |
| Admin fee / account holder | $917 | $2,844-67.8% | $2,495-63.3% | $12,270-92.5% |