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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 | $27,473 | $154,228-82.2% | $145,433-81.1% | $137,256-80.0% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 18.13% | 74.59%-56.5pp | 66.58%-48.4pp | 220.34%-202.2pp |
| Employer contribution / active EE | $3,244 | $4,804-32.5% | $4,554-28.8% | $4,156-21.9% |
| Participant deferral / active EE | $4,139 | $8,216-49.6% | $7,897-47.6% | $6,407-35.4% |
| Admin fee / account holder | $621 | $14,344-95.7% | $13,129-95.3% | $12,270-94.9% |