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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 | $31,875 | $167,353-81.0% | $143,797-77.8% | $134,545-76.3% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -1.08% | 0.48%-1.6pp | -0.04%-1.0pp | 418.37%-419.5pp |
| Employer contribution / active EE | $1,726 | $5,620-69.3% | $4,952-65.1% | $4,742-63.6% |
| Participant deferral / active EE | $10,682 | $6,447+65.7% | $5,638+89.5% | $6,401+66.9% |
| Admin fee / account holder | $3,923 | $18,096-78.3% | $14,679-73.3% | $11,431-65.7% |