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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 | $30,899 | $225,673-86.3% | $203,872-84.8% | $155,188-80.1% |
| Participation rate | 50.0% | 80.3%-30.3pp | 77.8%-27.8pp | 80.8%-30.8pp |
| Annual return | 12.31% | 95.91%-83.6pp | 85.11%-72.8pp | 148.84%-136.5pp |
| Employer contribution / active EE | $20,764 | $4,099+406.6% | $3,757+452.6% | $4,248+388.8% |
| Participant deferral / active EE | $31,911 | $6,893+362.9% | $6,388+399.6% | $6,531+388.6% |
| Admin fee / account holder | $3,186 | $12,327-74.2% | $11,730-72.8% | $14,480-78.0% |