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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 | $22,612 | $117,895-80.8% | $102,460-77.9% | $145,897-84.5% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 16.01% | 31.92%-15.9pp | 29.47%-13.5pp | 552.29%-536.3pp |
| Employer contribution / active EE | $14,817 | $3,619+309.4% | $3,025+389.8% | $4,663+217.8% |
| Participant deferral / active EE | $30,938 | $5,736+439.3% | $5,056+511.9% | $6,689+362.5% |
| Admin fee / account holder | $5,174 | $13,353-61.3% | $9,460-45.3% | $13,390-61.4% |