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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 | $17,959 | $156,398-88.5% | $147,318-87.8% | $138,895-87.1% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 26.12% | 78.75%-52.6pp | 70.43%-44.3pp | 145.39%-119.3pp |
| Employer contribution / active EE | $21,235 | $4,853+337.5% | $4,593+362.3% | $4,194+406.3% |
| Participant deferral / active EE | $65,242 | $8,237+692.0% | $7,906+725.2% | $6,396+920.0% |
| Admin fee / account holder | $1,549 | $14,976-89.7% | $13,708-88.7% | $12,562-87.7% |