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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 | $45,991 | $148,582-69.0% | $135,942-66.2% | $139,456-67.0% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 19.03% | 79.26%-60.2pp | 68.28%-49.2pp | 373.45%-354.4pp |
| Employer contribution / active EE | $13,959 | $5,245+166.1% | $4,858+187.4% | $4,753+193.7% |
| Participant deferral / active EE | $11,039 | $8,101+36.3% | $7,759+42.3% | $6,711+64.5% |
| Admin fee / account holder | $7,484 | $12,402-39.7% | $10,764-30.5% | $11,407-34.4% |