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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 | $52,113 | $169,356-69.2% | $129,406-59.7% | $145,897-64.3% |
| Participation rate | 60.0% | 76.5%-16.5pp | 69.6%-9.6pp | 80.3%-20.3pp |
| Annual return | 12.70% | 14418.62%-14405.9pp | 9468.18%-9455.5pp | 552.29%-539.6pp |
| Employer contribution / active EE | $3,231 | $5,542-41.7% | $4,155-22.2% | $4,663-30.7% |
| Participant deferral / active EE | $14,280 | $4,987+186.4% | $4,167+242.7% | $6,689+113.5% |
| Admin fee / account holder | $22,601 | $9,915+127.9% | $7,689+193.9% | $13,390+68.8% |