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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 | $18,484 | $69,252-73.3% | $64,099-71.2% | $139,456-86.7% |
| Participation rate | 57.1% | 75.6%-18.5pp | 72.3%-15.2pp | 80.3%-23.2pp |
| Annual return | 14.25% | 45.89%-31.6pp | 33.70%-19.4pp | 373.45%-359.2pp |
| Employer contribution / active EE | $1,477 | $3,184-53.6% | $2,748-46.3% | $4,753-68.9% |
| Participant deferral / active EE | $5,651 | $4,683+20.7% | $3,881+45.6% | $6,711-15.8% |
| Admin fee / account holder | $881 | $4,248-79.3% | $3,070-71.3% | $11,407-92.3% |