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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 | $65,624 | $165,361-60.3% | $149,715-56.2% | $158,950-58.7% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 9.67% | 348.24%-338.6pp | 276.66%-267.0pp | 302.91%-293.2pp |
| Employer contribution / active EE | $29,727 | $5,103+482.5% | $4,645+540.0% | $4,762+524.3% |
| Participant deferral / active EE | $6,704 | $7,182-6.6% | $6,842-2.0% | $5,983+12.1% |
| Admin fee / account holder | $7,262 | $10,808-32.8% | $9,310-22.0% | $11,248-35.4% |