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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 | $59,712 | $112,935-47.1% | $90,970-34.4% | $158,966-62.4% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | 9.45% | 215.79%-206.3pp | 134.58%-125.1pp | 302.95%-293.5pp |
| Employer contribution / active EE | $2,951 | $2,895+1.9% | $2,122+39.0% | $4,762-38.0% |
| Participant deferral / active EE | $18,991 | $4,129+360.0% | $3,373+463.0% | $5,983+217.4% |
| Admin fee / account holder | $24,828 | $8,045+208.6% | $5,960+316.6% | $11,250+120.7% |