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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 | $30,899 | $182,442-83.1% | $163,379-81.1% | $138,895-77.8% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.8%-26.8pp | 79.9%-29.9pp |
| Annual return | 12.31% | 72.74%-60.4pp | 63.41%-51.1pp | 145.39%-133.1pp |
| Employer contribution / active EE | $20,764 | $4,159+399.2% | $3,752+453.3% | $4,194+395.0% |
| Participant deferral / active EE | $31,911 | $6,817+368.1% | $6,282+408.0% | $6,396+398.9% |
| Admin fee / account holder | $3,186 | $10,396-69.4% | $9,818-67.6% | $12,562-74.6% |