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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 | $134,817-50.5% | $123,973-46.2% | $155,188-57.0% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.7%-26.7pp | 80.8%-30.8pp |
| Annual return | 15.02% | 515.49%-500.5pp | 388.13%-373.1pp | 148.84%-133.8pp |
| Employer contribution / active EE | $17,401 | $4,425+293.2% | $4,126+321.8% | $4,248+309.6% |
| Participant deferral / active EE | $33,975 | $5,706+495.4% | $5,247+547.5% | $6,531+420.2% |
| Admin fee / account holder | $38,122 | $13,245+187.8% | $11,799+223.1% | $14,480+163.3% |