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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 | $46,479 | $84,708-45.1% | $75,714-38.6% | $167,536-72.3% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.8%-24.8pp | 82.1%-32.1pp |
| Annual return | 12.96% | 199.62%-186.7pp | 104.62%-91.7pp | 478.82%-465.9pp |
| Employer contribution / active EE | $6,527 | $3,231+102.0% | $2,744+137.9% | $4,839+34.9% |
| Participant deferral / active EE | $12,776 | $4,577+179.1% | $3,820+234.4% | $6,342+101.4% |
| Admin fee / account holder | $3,941 | $5,358-26.4% | $3,619+8.9% | $12,315-68.0% |