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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 | $96,986 | $160,040-39.4% | $147,096-34.1% | $145,877-33.5% |
| Participation rate | 23.1% | 84.0%-60.9pp | 82.2%-59.1pp | 80.3%-57.2pp |
| Annual return | 15.42% | 98.49%-83.1pp | 419.75%-404.3pp | 551.28%-535.9pp |
| Employer contribution / active EE | $29,328 | $5,289+454.5% | $4,936+494.2% | $4,663+528.9% |
| Participant deferral / active EE | $55,848 | $8,429+562.6% | $8,071+592.0% | $6,691+734.7% |
| Admin fee / account holder | $22,669 | $15,050+50.6% | $13,005+74.3% | $13,402+69.1% |