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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 | $35,409 | $175,231-79.8% | $149,696-76.3% | $139,466-74.6% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 15.99% | 166.77%-150.8pp | 134.46%-118.5pp | 373.66%-357.7pp |
| Employer contribution / active EE | $9,168 | $5,478+67.4% | $4,821+90.2% | $4,754+92.9% |
| Participant deferral / active EE | $25,581 | $6,521+292.3% | $5,682+350.2% | $6,712+281.1% |
| Admin fee / account holder | $83,580 | $16,155+417.4% | $13,212+532.6% | $11,409+632.6% |