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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 | $89,232 | $160,040-44.2% | $147,096-39.3% | $145,877-38.8% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 16.36% | 98.49%-82.1pp | 419.75%-403.4pp | 551.28%-534.9pp |
| Employer contribution / active EE | $2,926 | $5,289-44.7% | $4,936-40.7% | $4,663-37.2% |
| Participant deferral / active EE | $8,286 | $8,429-1.7% | $8,071+2.7% | $6,691+23.8% |
| Admin fee / account holder | $137,468 | $15,050+813.4% | $13,005+957.0% | $13,402+925.7% |