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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 | $82,727 | $208,088-60.2% | $186,193-55.6% | $154,746-46.5% |
| Participation rate | 33.3% | 80.0%-46.7pp | 77.1%-43.8pp | 80.7%-47.4pp |
| Annual return | 12.37% | 89.97%-77.6pp | 78.03%-65.7pp | 172.34%-160.0pp |
| Employer contribution / active EE | $1,333 | $4,340-69.3% | $3,918-66.0% | $4,379-69.6% |
| Participant deferral / active EE | $9,500 | $7,078+34.2% | $6,513+45.9% | $6,730+41.2% |
| Admin fee / account holder | $521 | $11,698-95.5% | $11,058-95.3% | $14,365-96.4% |