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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 | $12,959 | $64,307-79.8% | $57,349-77.4% | $125,388-89.7% |
| Participation rate | 66.7% | 78.6%-12.0pp | 75.1%-8.4pp | 83.2%-16.5pp |
| Annual return | 1.68% | 25.14%-23.5pp | 24.40%-22.7pp | 282.24%-280.6pp |
| Employer contribution / active EE | $388 | $3,193-87.8% | $2,689-85.6% | $4,866-92.0% |
| Participant deferral / active EE | $800 | $3,847-79.2% | $3,162-74.7% | $5,352-85.1% |
| Admin fee / account holder | $4,368 | $5,242-16.7% | $3,356+30.1% | $9,541-54.2% |