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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 | $9,845 | $88,996-88.9% | $78,004-87.4% | $138,895-92.9% |
| Participation rate | 60.0% | 74.4%-14.4pp | 69.4%-9.4pp | 79.9%-19.9pp |
| Annual return | 0.00% | 28.03%-28.0pp | 31.07%-31.1pp | 145.39%-145.4pp |
| Employer contribution / active EE | $2,657 | $2,917-8.9% | $2,469+7.6% | $4,194-36.6% |
| Participant deferral / active EE | $54,988 | $4,724+1064.0% | $4,092+1243.9% | $6,396+759.7% |
| Admin fee / account holder | $3,979 | $8,807-54.8% | $7,578-47.5% | $12,562-68.3% |