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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 | $47,136 | $166,131-71.6% | $164,975-71.4% | $145,877-67.7% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 11.59% | 100.37%-88.8pp | 70.12%-58.5pp | 551.28%-539.7pp |
| Employer contribution / active EE | $23,698 | $5,276+349.2% | $4,343+445.7% | $4,663+408.2% |
| Participant deferral / active EE | $55,684 | $6,962+699.8% | $6,033+822.9% | $6,691+732.3% |
| Admin fee / account holder | $15,156 | $16,648-9.0% | $12,688+19.5% | $13,402+13.1% |