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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 | $21,570 | $183,539-88.2% | $155,556-86.1% | $145,897-85.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 11.93% | 61.31%-49.4pp | 64.84%-52.9pp | 552.29%-540.4pp |
| Employer contribution / active EE | $6,341 | $5,315+19.3% | $4,675+35.6% | $4,663+36.0% |
| Participant deferral / active EE | $12,227 | $6,467+89.1% | $5,631+117.1% | $6,689+82.8% |
| Admin fee / account holder | $10,157 | $19,275-47.3% | $15,885-36.1% | $13,390-24.1% |