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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 | $108,526 | $111,878-3.0% | $93,727+15.8% | $145,897-25.6% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 25.45% | 204.28%-178.8pp | 133.83%-108.4pp | 552.29%-526.8pp |
| Employer contribution / active EE | $12,649 | $3,092+309.1% | $2,421+422.4% | $4,663+171.3% |
| Participant deferral / active EE | $45,652 | $4,920+827.8% | $4,417+933.5% | $6,689+582.5% |
| Admin fee / account holder | $116,062 | $10,256+1031.6% | $8,292+1299.8% | $13,390+766.8% |