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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 | $43,406 | $69,252-37.3% | $64,099-32.3% | $139,456-68.9% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 22.29% | 45.89%-23.6pp | 33.70%-11.4pp | 373.45%-351.2pp |
| Employer contribution / active EE | $1,223 | $3,184-61.6% | $2,748-55.5% | $4,753-74.3% |
| Participant deferral / active EE | $1,223 | $4,683-73.9% | $3,881-68.5% | $6,711-81.8% |
| Admin fee / account holder | $488 | $4,248-88.5% | $3,070-84.1% | $11,407-95.7% |