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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 | $97,125-56.9% | $86,233-51.4% | $137,256-69.5% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 12.05% | 74.19%-62.1pp | 61.39%-49.3pp | 220.34%-208.3pp |
| Employer contribution / active EE | $13,433 | $2,841+372.8% | $2,504+436.4% | $4,156+223.2% |
| Participant deferral / active EE | $30,068 | $5,180+480.5% | $4,559+559.5% | $6,407+369.3% |
| Admin fee / account holder | $25,416 | $9,725+161.4% | $8,342+204.7% | $12,270+107.1% |