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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 | $22,135 | $157,296-85.9% | $141,191-84.3% | $152,897-85.5% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.5%-49.1pp |
| Annual return | 18.99% | 64.34%-45.4pp | 71.41%-52.4pp | 345.43%-326.4pp |
| Employer contribution / active EE | $1,667 | $5,262-68.3% | $4,736-64.8% | $4,764-65.0% |
| Participant deferral / active EE | $3,188 | $7,111-55.2% | $6,710-52.5% | $5,851-45.5% |
| Admin fee / account holder | $3,583 | $12,125-70.4% | $10,264-65.1% | $11,599-69.1% |