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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 | $55,517 | $166,131-66.6% | $164,975-66.3% | $145,877-61.9% |
| Participation rate | 57.1% | 82.0%-24.9pp | 78.6%-21.5pp | 80.3%-23.2pp |
| Annual return | 33.00% | 100.37%-67.4pp | 70.12%-37.1pp | 551.28%-518.3pp |
| Employer contribution / active EE | $17,734 | $5,276+236.1% | $4,343+308.4% | $4,663+280.3% |
| Participant deferral / active EE | $38,052 | $6,962+446.6% | $6,033+530.7% | $6,691+468.7% |
| Admin fee / account holder | $15,801 | $16,648-5.1% | $12,688+24.5% | $13,402+17.9% |