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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 | $57,014 | $160,028-64.4% | $147,080-61.2% | $145,884-60.9% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 9.91% | 98.60%-88.7pp | 420.17%-410.3pp | 551.85%-541.9pp |
| Employer contribution / active EE | $1,269 | $5,286-76.0% | $4,933-74.3% | $4,662-72.8% |
| Participant deferral / active EE | $4,760 | $8,422-43.5% | $8,066-41.0% | $6,690-28.8% |
| Admin fee / account holder | $29,319 | $15,030+95.1% | $12,989+125.7% | $13,392+118.9% |