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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 | $80,745 | $108,912-25.9% | $100,383-19.6% | $145,959-44.7% |
| Participation rate | 66.7% | 83.0%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 16.20% | 57.96%-41.8pp | 49.26%-33.1pp | 561.95%-545.8pp |
| Employer contribution / active EE | $50,824 | $4,423+1049.2% | $3,944+1188.7% | $4,661+990.5% |
| Participant deferral / active EE | $102,407 | $8,451+1111.8% | $8,086+1166.5% | $6,689+1431.1% |
| Admin fee / account holder | $14,396 | $9,690+48.6% | $7,900+82.2% | $13,398+7.4% |