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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 | $54,726 | $107,030-48.9% | $73,550-25.6% | $147,586-62.9% |
| Participation rate | 25.0% | 66.4%-41.4pp | 54.9%-29.9pp | 82.8%-57.8pp |
| Annual return | 14.48% | 38.25%-23.8pp | -15.16%+29.6pp | 578.59%-564.1pp |
| Employer contribution / active EE | $8,011 | $1,760+355.0% | $1,219+557.1% | $4,876+64.3% |
| Participant deferral / active EE | $11,110 | $2,458+351.9% | $1,804+515.8% | $5,439+104.3% |
| Admin fee / account holder | $21,034 | $3,055+588.5% | $2,320+806.8% | $10,886+93.2% |