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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 | $41,891 | $108,882-61.5% | $96,754-56.7% | $154,746-72.9% |
| Participation rate | 66.7% | 75.1%-8.4pp | 70.3%-3.6pp | 80.7%-14.0pp |
| Annual return | 12.05% | 98.39%-86.3pp | 82.04%-70.0pp | 172.34%-160.3pp |
| Employer contribution / active EE | $13,433 | $3,018+345.1% | $2,679+401.4% | $4,379+206.7% |
| Participant deferral / active EE | $30,068 | $5,323+464.9% | $4,758+531.9% | $6,730+346.7% |
| Admin fee / account holder | $25,416 | $10,200+149.2% | $8,905+185.4% | $14,365+76.9% |