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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 | $97,423 | $160,028-39.1% | $147,080-33.8% | $145,884-33.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 11.01% | 98.60%-87.6pp | 420.17%-409.2pp | 551.85%-540.8pp |
| Employer contribution / active EE | $5,592 | $5,286+5.8% | $4,933+13.4% | $4,662+19.9% |
| Participant deferral / active EE | $18,586 | $8,422+120.7% | $8,066+130.4% | $6,690+177.8% |
| Admin fee / account holder | $75,466 | $15,030+402.1% | $12,989+481.0% | $13,392+463.5% |