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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 | $105,139 | $148,629-29.3% | $135,982-22.7% | $139,487-24.6% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 17.97% | 79.33%-61.4pp | 68.32%-50.4pp | 373.84%-355.9pp |
| Employer contribution / active EE | $48,990 | $5,247+833.8% | $4,859+908.2% | $4,755+930.4% |
| Participant deferral / active EE | $43,131 | $8,102+432.3% | $7,760+455.8% | $6,713+542.5% |
| Admin fee / account holder | $2,157 | $12,406-82.6% | $10,767-80.0% | $11,407-81.1% |