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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 | $22,777 | $165,381-86.2% | $149,730-84.8% | $158,966-85.7% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 10.55% | 348.29%-337.7pp | 276.70%-266.1pp | 302.95%-292.4pp |
| Employer contribution / active EE | $2,000 | $5,104-60.8% | $4,645-56.9% | $4,762-58.0% |
| Participant deferral / active EE | $4,580 | $7,182-36.2% | $6,843-33.1% | $5,983-23.4% |
| Admin fee / account holder | $2,132 | $10,809-80.3% | $9,310-77.1% | $11,250-81.0% |