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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 | $165,399-60.3% | $149,745-56.2% | $158,982-58.7% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 9.67% | 348.34%-338.7pp | 276.72%-267.1pp | 302.99%-293.3pp |
| Employer contribution / active EE | $29,727 | $5,105+482.4% | $4,646+539.9% | $4,763+524.2% |
| Participant deferral / active EE | $6,704 | $7,183-6.7% | $6,843-2.0% | $5,983+12.0% |
| Admin fee / account holder | $7,262 | $10,811-32.8% | $9,312-22.0% | $11,252-35.5% |