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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 | $18,047 | $99,345-81.8% | $84,753-78.7% | $273,972-93.4% |
| Participation rate | 60.0% | 80.7%-20.7pp | 76.6%-16.6pp | 83.0%-23.0pp |
| Annual return | 9.12% | 22.93%-13.8pp | 22.78%-13.7pp | 41.46%-32.3pp |
| Employer contribution / active EE | $998 | $4,214-76.3% | $3,574-72.1% | $4,869-79.5% |
| Participant deferral / active EE | $1,747 | $4,270-59.1% | $3,712-52.9% | $5,287-67.0% |
| Admin fee / account holder | $512 | $6,645-92.3% | $5,333-90.4% | $10,133-95.0% |