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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 | $111,814-2.9% | $93,654+15.9% | $145,959-25.6% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 25.45% | 203.30%-177.8pp | 133.34%-107.9pp | 561.95%-536.5pp |
| Employer contribution / active EE | $12,649 | $3,092+309.2% | $2,421+422.5% | $4,661+171.4% |
| Participant deferral / active EE | $45,652 | $4,914+828.9% | $4,413+934.5% | $6,689+582.5% |
| Admin fee / account holder | $116,062 | $10,246+1032.7% | $8,282+1301.3% | $13,398+766.3% |