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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 | $35,328 | $183,539-80.8% | $155,556-77.3% | $145,897-75.8% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 14.46% | 61.31%-46.9pp | 64.84%-50.4pp | 552.29%-537.8pp |
| Employer contribution / active EE | $2,500 | $5,315-53.0% | $4,675-46.5% | $4,663-46.4% |
| Participant deferral / active EE | $15,507 | $6,467+139.8% | $5,631+175.4% | $6,689+131.8% |
| Admin fee / account holder | $31,147 | $19,275+61.6% | $15,885+96.1% | $13,390+132.6% |