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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 | $99,053-57.7% | $88,179-52.5% | $138,895-69.8% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.1%-2.5pp | 79.9%-13.3pp |
| Annual return | 12.05% | 78.17%-66.1pp | 64.97%-52.9pp | 145.39%-133.3pp |
| Employer contribution / active EE | $13,433 | $2,882+366.1% | $2,549+426.9% | $4,194+220.3% |
| Participant deferral / active EE | $30,068 | $5,225+475.4% | $4,614+551.7% | $6,396+370.1% |
| Admin fee / account holder | $25,416 | $8,748+190.5% | $7,673+231.2% | $12,562+102.3% |