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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 | $84,778 | $201,370-57.9% | $184,256-54.0% | $145,897-41.9% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 19.27% | 29.05%-9.8pp | 28.85%-9.6pp | 552.29%-533.0pp |
| Employer contribution / active EE | $40,000 | $7,024+469.5% | $6,427+522.4% | $4,663+757.9% |
| Participant deferral / active EE | $45,512 | $9,808+364.0% | $9,133+398.3% | $6,689+580.4% |
| Admin fee / account holder | $7,904 | $16,364-51.7% | $13,899-43.1% | $13,390-41.0% |