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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 | $155,555-79.9% | $146,866-78.7% | $155,188-79.9% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 17.05% | 115.41%-98.4pp | 102.85%-85.8pp | 148.84%-131.8pp |
| Employer contribution / active EE | $946 | $4,647-79.7% | $4,425-78.6% | $4,248-77.7% |
| Participant deferral / active EE | $23,092 | $8,044+187.1% | $7,759+197.6% | $6,531+253.6% |
| Admin fee / account holder | $20,758 | $14,755+40.7% | $13,620+52.4% | $14,480+43.4% |