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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 | $31,253 | $162,136-80.7% | $152,301-79.5% | $154,746-79.8% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 17.05% | 91.02%-74.0pp | 80.50%-63.4pp | 172.34%-155.3pp |
| Employer contribution / active EE | $946 | $4,890-80.7% | $4,624-79.6% | $4,379-78.4% |
| Participant deferral / active EE | $23,092 | $8,341+176.8% | $8,004+188.5% | $6,730+243.1% |
| Admin fee / account holder | $20,758 | $15,759+31.7% | $14,398+44.2% | $14,365+44.5% |