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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 | $14,345 | $108,882-86.8% | $96,754-85.2% | $154,746-90.7% |
| Participation rate | 66.7% | 75.1%-8.4pp | 70.3%-3.6pp | 80.7%-14.0pp |
| Annual return | 17.35% | 98.39%-81.0pp | 82.04%-64.7pp | 172.34%-155.0pp |
| Employer contribution / active EE | $1,408 | $3,018-53.3% | $2,679-47.4% | $4,379-67.8% |
| Participant deferral / active EE | $14,437 | $5,323+171.2% | $4,758+203.4% | $6,730+114.5% |
| Admin fee / account holder | $4,013 | $10,200-60.7% | $8,905-54.9% | $14,365-72.1% |