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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 | $111,535-40.2% | $105,223-36.6% | $137,256-51.4% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 15.02% | 237.85%-222.8pp | 180.65%-165.6pp | 220.34%-205.3pp |
| Employer contribution / active EE | $17,401 | $3,939+341.7% | $3,689+371.8% | $4,156+318.7% |
| Participant deferral / active EE | $33,975 | $5,500+517.7% | $5,072+569.9% | $6,407+430.3% |
| Admin fee / account holder | $38,122 | $9,721+292.1% | $8,859+330.3% | $12,270+210.7% |