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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 | $160,028-39.4% | $147,080-34.1% | $145,884-33.5% |
| Participation rate | 23.1% | 84.0%-60.9pp | 82.2%-59.1pp | 80.3%-57.2pp |
| Annual return | 15.42% | 98.60%-83.2pp | 420.17%-404.7pp | 551.85%-536.4pp |
| Employer contribution / active EE | $29,328 | $5,286+454.8% | $4,933+494.5% | $4,662+529.0% |
| Participant deferral / active EE | $55,848 | $8,422+563.1% | $8,066+592.4% | $6,690+734.9% |
| Admin fee / account holder | $22,669 | $15,030+50.8% | $12,989+74.5% | $13,392+69.3% |