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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 | $56,259 | $100,911-44.2% | $90,440-37.8% | $158,966-64.6% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 12.05% | 1726.62%-1714.6pp | 1294.38%-1282.3pp | 302.95%-290.9pp |
| Employer contribution / active EE | $4,746 | $3,690+28.6% | $3,263+45.5% | $4,762-0.3% |
| Participant deferral / active EE | $8,803 | $4,348+102.4% | $3,964+122.1% | $5,983+47.1% |
| Admin fee / account holder | $3,072 | $6,507-52.8% | $5,615-45.3% | $11,250-72.7% |