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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 | $50,001 | $160,040-68.8% | $147,096-66.0% | $145,877-65.7% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 12.82% | 98.49%-85.7pp | 419.75%-406.9pp | 551.28%-538.5pp |
| Employer contribution / active EE | $24,318 | $5,289+359.7% | $4,936+392.7% | $4,663+421.5% |
| Participant deferral / active EE | $39,563 | $8,429+369.4% | $8,071+390.2% | $6,691+491.3% |
| Admin fee / account holder | $9,537 | $15,050-36.6% | $13,005-26.7% | $13,402-28.8% |