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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 | $117,829-80.8% | $102,423-77.9% | $145,877-84.5% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 16.01% | 31.83%-15.8pp | 29.42%-13.4pp | 551.28%-535.3pp |
| Employer contribution / active EE | $14,817 | $3,615+309.9% | $3,023+390.1% | $4,663+217.8% |
| Participant deferral / active EE | $30,938 | $5,732+439.7% | $5,054+512.1% | $6,691+362.4% |
| Admin fee / account holder | $5,174 | $13,335-61.2% | $9,455-45.3% | $13,402-61.4% |