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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 | $44,383 | $201,344-78.0% | $184,243-75.9% | $145,877-69.6% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 16.56% | 29.01%-12.5pp | 28.82%-12.3pp | 551.28%-534.7pp |
| Employer contribution / active EE | $16,968 | $7,022+141.6% | $6,427+164.0% | $4,663+263.9% |
| Participant deferral / active EE | $38,817 | $9,807+295.8% | $9,132+325.0% | $6,691+480.2% |
| Admin fee / account holder | $31,572 | $16,382+92.7% | $13,914+126.9% | $13,402+135.6% |