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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 | $64,800 | $199,109-67.5% | $173,730-62.7% | $154,746-58.1% |
| Participation rate | 25.0% | 82.8%-57.8pp | 79.6%-54.6pp | 80.7%-55.7pp |
| Annual return | 16.11% | 20.02%-3.9pp | 19.96%-3.8pp | 172.34%-156.2pp |
| Employer contribution / active EE | $34,034 | $5,311+540.8% | $4,577+643.5% | $4,379+677.2% |
| Participant deferral / active EE | $59,972 | $7,113+743.2% | $6,326+848.0% | $6,730+791.1% |
| Admin fee / account holder | $8,115 | $20,916-61.2% | $17,523-53.7% | $14,365-43.5% |