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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 | $225,673-63.3% | $203,872-59.4% | $155,188-46.7% |
| Participation rate | 33.3% | 80.3%-47.0pp | 77.8%-44.5pp | 80.8%-47.5pp |
| Annual return | 12.37% | 95.91%-83.5pp | 85.11%-72.7pp | 148.84%-136.5pp |
| Employer contribution / active EE | $1,333 | $4,099-67.5% | $3,757-64.5% | $4,248-68.6% |
| Participant deferral / active EE | $9,500 | $6,893+37.8% | $6,388+48.7% | $6,531+45.5% |
| Admin fee / account holder | $521 | $12,327-95.8% | $11,730-95.6% | $14,480-96.4% |