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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 | $10,842 | $67,823-84.0% | $52,425-79.3% | $137,256-92.1% |
| Participation rate | 66.7% | 63.9%+2.8pp | 55.6%+11.0pp | 80.0%-13.3pp |
| Annual return | 20.59% | 219.11%-198.5pp | 302.12%-281.5pp | 220.34%-199.7pp |
| Employer contribution / active EE | $1,839 | $1,163+58.1% | $914+101.2% | $4,156-55.7% |
| Participant deferral / active EE | $5,059 | $2,288+121.1% | $1,790+182.6% | $6,407-21.0% |
| Admin fee / account holder | $595 | $2,844-79.1% | $2,495-76.2% | $12,270-95.2% |