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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 | $33,557 | $108,922-69.2% | $100,398-66.6% | $145,978-77.0% |
| Participation rate | 66.7% | 83.0%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 10.28% | 58.04%-47.8pp | 49.32%-39.0pp | 550.52%-540.2pp |
| Employer contribution / active EE | $5,033 | $4,426+13.7% | $3,946+27.5% | $4,662+8.0% |
| Participant deferral / active EE | $52,580 | $8,450+522.3% | $8,084+550.4% | $6,690+686.0% |
| Admin fee / account holder | $32,584 | $9,680+236.6% | $7,893+312.8% | $13,400+143.2% |