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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 | $69,970 | $211,288-66.9% | $178,540-60.8% | $145,884-52.0% |
| Participation rate | 33.3% | 80.8%-47.5pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 13.13% | 30.27%-17.1pp | 27.15%-14.0pp | 551.85%-538.7pp |
| Employer contribution / active EE | $10,864 | $4,574+137.5% | $3,953+174.8% | $4,662+133.0% |
| Participant deferral / active EE | $8,409 | $6,967+20.7% | $6,281+33.9% | $6,690+25.7% |
| Admin fee / account holder | $35,167 | $12,105+190.5% | $10,424+237.4% | $13,392+162.6% |