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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 | $147,556-71.6% | $129,031-67.5% | $198,609-78.9% |
| Participation rate | 66.7% | 77.2%-10.6pp | 73.4%-6.7pp | 82.4%-15.7pp |
| Annual return | 12.05% | 37.41%-25.4pp | 34.67%-22.6pp | 202.70%-190.7pp |
| Employer contribution / active EE | $13,433 | $3,645+268.5% | $3,226+316.4% | $5,055+165.7% |
| Participant deferral / active EE | $30,068 | $5,760+422.1% | $5,217+476.3% | $6,977+331.0% |
| Admin fee / account holder | $25,416 | $15,467+64.3% | $13,208+92.4% | $19,030+33.6% |