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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 | $164,135 | $72,465+126.5% | $67,575+142.9% | $145,884+12.5% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.2pp | 80.3%-13.6pp |
| Annual return | 10.63% | 7222.56%-7211.9pp | 3528.98%-3518.3pp | 551.85%-541.2pp |
| Employer contribution / active EE | $2,913 | $3,074-5.2% | $2,736+6.5% | $4,662-37.5% |
| Participant deferral / active EE | $3,711 | $4,786-22.5% | $4,003-7.3% | $6,690-44.5% |
| Admin fee / account holder | $29,275 | $5,515+430.8% | $3,993+633.2% | $13,392+118.6% |