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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 | $162,136-83.1% | $152,301-82.0% | $154,746-82.2% |
| Participation rate | 33.3% | 84.1%-50.8pp | 82.4%-49.1pp | 80.7%-47.4pp |
| Annual return | 18.13% | 91.02%-72.9pp | 80.50%-62.4pp | 172.34%-154.2pp |
| Employer contribution / active EE | $3,244 | $4,890-33.7% | $4,624-29.8% | $4,379-25.9% |
| Participant deferral / active EE | $4,139 | $8,341-50.4% | $8,004-48.3% | $6,730-38.5% |
| Admin fee / account holder | $621 | $15,759-96.1% | $14,398-95.7% | $14,365-95.7% |