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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 | $59,024 | $160,070-63.1% | $147,117-59.9% | $145,897-59.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 15.50% | 98.69%-83.2pp | 420.54%-405.0pp | 552.29%-536.8pp |
| Employer contribution / active EE | $17,020 | $5,285+222.1% | $4,932+245.0% | $4,663+265.0% |
| Participant deferral / active EE | $29,836 | $8,419+254.4% | $8,065+270.0% | $6,689+346.0% |
| Admin fee / account holder | $79,070 | $15,035+425.9% | $12,993+508.6% | $13,390+490.5% |