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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 | $49,206 | $183,592-73.2% | $155,574-68.4% | $145,877-66.3% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 11.84% | 61.37%-49.5pp | 64.87%-53.0pp | 551.28%-539.4pp |
| Employer contribution / active EE | $4,793 | $5,317-9.9% | $4,676+2.5% | $4,663+2.8% |
| Participant deferral / active EE | $14,976 | $6,466+131.6% | $5,629+166.0% | $6,691+123.8% |
| Admin fee / account holder | $68,342 | $19,316+253.8% | $15,914+329.4% | $13,402+409.9% |