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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 | $36,571 | $72,426-49.5% | $67,560-45.9% | $145,897-74.9% |
| Participation rate | 33.3% | 76.9%-43.6pp | 72.9%-39.6pp | 80.3%-47.0pp |
| Annual return | 12.42% | 7226.78%-7214.4pp | 3533.50%-3521.1pp | 552.29%-539.9pp |
| Employer contribution / active EE | $892 | $3,074-71.0% | $2,737-67.4% | $4,663-80.9% |
| Participant deferral / active EE | $1,192 | $4,785-75.1% | $4,004-70.2% | $6,689-82.2% |
| Admin fee / account holder | $6,858 | $5,514+24.4% | $3,994+71.7% | $13,390-48.8% |