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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 | $55,658 | $96,691-42.4% | $86,656-35.8% | $139,487-60.1% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 18.18% | 106.87%-88.7pp | 593.09%-574.9pp | 373.84%-355.7pp |
| Employer contribution / active EE | $3,160 | $3,267-3.3% | $3,025+4.4% | $4,755-33.5% |
| Participant deferral / active EE | $9,856 | $4,838+103.7% | $4,439+122.0% | $6,713+46.8% |
| Admin fee / account holder | $600 | $6,414-90.6% | $5,619-89.3% | $11,407-94.7% |