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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 | $100,970-71.1% | $96,576-69.8% | $137,256-78.7% |
| Participation rate | 33.3% | 82.6%-49.3pp | 81.4%-48.1pp | 80.0%-46.6pp |
| Annual return | 17.42% | 38.16%-20.7pp | 38.47%-21.0pp | 220.34%-202.9pp |
| Employer contribution / active EE | $15,965 | $3,809+319.1% | $3,553+349.3% | $4,156+284.1% |
| Participant deferral / active EE | $27,081 | $8,286+226.8% | $7,956+240.4% | $6,407+322.7% |
| Admin fee / account holder | $16,760 | $11,312+48.2% | $11,381+47.3% | $12,270+36.6% |