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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 | $32,635 | $175,259-81.4% | $149,723-78.2% | $139,487-76.6% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 18.52% | 166.82%-148.3pp | 134.50%-116.0pp | 373.84%-355.3pp |
| Employer contribution / active EE | $5,464 | $5,478-0.3% | $4,821+13.3% | $4,755+14.9% |
| Participant deferral / active EE | $7,423 | $6,522+13.8% | $5,682+30.6% | $6,713+10.6% |
| Admin fee / account holder | $960 | $16,158-94.1% | $13,215-92.7% | $11,407-91.6% |