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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 | $35,673 | $201,344-82.3% | $184,243-80.6% | $145,877-75.5% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 11.57% | 29.01%-17.4pp | 28.82%-17.2pp | 551.28%-539.7pp |
| Employer contribution / active EE | $17,214 | $7,022+145.1% | $6,427+167.8% | $4,663+269.2% |
| Participant deferral / active EE | $51,740 | $9,807+427.6% | $9,132+466.6% | $6,691+673.3% |
| Admin fee / account holder | $119,903 | $16,382+631.9% | $13,914+761.8% | $13,402+794.7% |