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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 | $34,693 | $160,028-78.3% | $147,080-76.4% | $145,884-76.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 11.19% | 98.60%-87.4pp | 420.17%-409.0pp | 551.85%-540.7pp |
| Employer contribution / active EE | $5,291 | $5,286+0.1% | $4,933+7.2% | $4,662+13.5% |
| Participant deferral / active EE | $21,753 | $8,422+158.3% | $8,066+169.7% | $6,690+225.2% |
| Admin fee / account holder | $428 | $15,030-97.2% | $12,989-96.7% | $13,392-96.8% |