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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 | $11,360 | $99,921-88.6% | $85,009-86.6% | $145,959-92.2% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-47.0pp |
| Annual return | 13.48% | 83.89%-70.4pp | 66.47%-53.0pp | 561.95%-548.5pp |
| Employer contribution / active EE | $21,344 | $3,233+560.2% | $2,728+682.3% | $4,661+357.9% |
| Participant deferral / active EE | $36,996 | $5,293+599.0% | $4,522+718.2% | $6,689+453.1% |
| Admin fee / account holder | $48,546 | $7,252+569.4% | $6,153+689.0% | $13,398+262.3% |