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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 | $60,539 | $110,039-45.0% | $97,260-37.8% | $145,884-58.5% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 22.26% | 244.44%-222.2pp | 75.54%-53.3pp | 551.85%-529.6pp |
| Employer contribution / active EE | $35,704 | $3,074+1061.4% | $2,721+1212.1% | $4,662+665.8% |
| Participant deferral / active EE | $86,782 | $4,674+1756.8% | $4,262+1936.4% | $6,690+1197.3% |
| Admin fee / account holder | $255,429 | $6,204+4017.5% | $5,640+4429.0% | $13,392+1807.3% |