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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 | $100,073-88.6% | $85,126-86.7% | $145,877-92.2% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-47.0pp |
| Annual return | 13.48% | 84.11%-70.6pp | 66.63%-53.2pp | 551.28%-537.8pp |
| Employer contribution / active EE | $21,344 | $3,236+559.5% | $2,731+681.4% | $4,663+357.7% |
| Participant deferral / active EE | $36,996 | $5,294+598.8% | $4,523+717.9% | $6,691+453.0% |
| Admin fee / account holder | $48,546 | $7,261+568.6% | $6,160+688.0% | $13,402+262.2% |