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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 | $46,548 | $202,463-77.0% | $169,397-72.5% | $139,487-66.6% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.2%-27.2pp | 80.3%-30.3pp |
| Annual return | 12.63% | 532.64%-520.0pp | 406.23%-393.6pp | 373.84%-361.2pp |
| Employer contribution / active EE | $4,000 | $4,694-14.8% | $4,013-0.3% | $4,755-15.9% |
| Participant deferral / active EE | $4,932 | $6,941-28.9% | $6,223-20.7% | $6,713-26.5% |
| Admin fee / account holder | $30,884 | $10,726+187.9% | $9,017+242.5% | $11,407+170.7% |