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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 | $64,735 | $111,785-42.1% | $93,669-30.9% | $145,877-55.6% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 8.18% | 203.79%-195.6pp | 133.59%-125.4pp | 551.28%-543.1pp |
| Employer contribution / active EE | $5,396 | $3,096+74.3% | $2,424+122.6% | $4,663+15.7% |
| Participant deferral / active EE | $9,420 | $4,919+91.5% | $4,416+113.3% | $6,691+40.8% |
| Admin fee / account holder | $3,143 | $10,256-69.4% | $8,291-62.1% | $13,402-76.5% |