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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 | $29,177 | $107,666-72.9% | $102,184-71.4% | $154,746-81.1% |
| Participation rate | 33.3% | 83.7%-50.4pp | 82.6%-49.3pp | 80.7%-47.4pp |
| Annual return | 17.42% | 29.33%-11.9pp | 31.58%-14.2pp | 172.34%-154.9pp |
| Employer contribution / active EE | $15,965 | $3,846+315.1% | $3,594+344.2% | $4,379+264.6% |
| Participant deferral / active EE | $27,081 | $8,719+210.6% | $8,309+225.9% | $6,730+302.4% |
| Admin fee / account holder | $16,760 | $12,943+29.5% | $11,609+44.4% | $14,365+16.7% |