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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 | $66,733 | $114,119-41.5% | $107,187-37.7% | $138,895-52.0% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 79.9%-29.9pp |
| Annual return | 15.02% | 273.21%-258.2pp | 204.55%-189.5pp | 145.39%-130.4pp |
| Employer contribution / active EE | $17,401 | $4,059+328.7% | $3,782+360.1% | $4,194+314.9% |
| Participant deferral / active EE | $33,975 | $5,538+513.5% | $5,096+566.7% | $6,396+431.2% |
| Admin fee / account holder | $38,122 | $10,024+280.3% | $9,162+316.1% | $12,562+203.5% |