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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 | $71,349 | $149,040-52.1% | $120,225-40.7% | $137,256-48.0% |
| Participation rate | 60.0% | 75.4%-15.4pp | 69.6%-9.6pp | 80.0%-20.0pp |
| Annual return | 11.11% | 605.68%-594.6pp | 439.23%-428.1pp | 220.34%-209.2pp |
| Employer contribution / active EE | $2,246 | $4,350-48.4% | $3,475-35.4% | $4,156-46.0% |
| Participant deferral / active EE | $8,422 | $4,655+80.9% | $3,999+110.6% | $6,407+31.5% |
| Admin fee / account holder | $11,556 | $6,348+82.1% | $5,696+102.9% | $12,270-5.8% |