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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 | $17,488 | $106,008-83.5% | $92,240-81.0% | $147,586-88.2% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 13.80% | 50.05%-36.3pp | 176.29%-162.5pp | 578.59%-564.8pp |
| Employer contribution / active EE | $1,140 | $4,333-73.7% | $3,680-69.0% | $4,876-76.6% |
| Participant deferral / active EE | $3,909 | $4,478-12.7% | $3,897+0.3% | $5,439-28.1% |
| Admin fee / account holder | $5,868 | $6,333-7.3% | $5,194+13.0% | $10,886-46.1% |