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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 | $97,125-85.2% | $86,233-83.4% | $137,256-89.5% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 17.35% | 74.19%-56.8pp | 61.39%-44.0pp | 220.34%-203.0pp |
| Employer contribution / active EE | $1,408 | $2,841-50.4% | $2,504-43.8% | $4,156-66.1% |
| Participant deferral / active EE | $14,437 | $5,180+178.7% | $4,559+216.7% | $6,407+125.3% |
| Admin fee / account holder | $4,013 | $9,725-58.7% | $8,342-51.9% | $12,270-67.3% |