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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 | $51,453 | $124,175-58.6% | $108,405-52.5% | $167,553-69.3% |
| Participation rate | 66.7% | 82.3%-15.6pp | 80.1%-13.5pp | 82.1%-15.4pp |
| Annual return | 13.32% | 1380.13%-1366.8pp | 905.55%-892.2pp | 478.89%-465.6pp |
| Employer contribution / active EE | $4,220 | $4,188+0.8% | $3,559+18.6% | $4,840-12.8% |
| Participant deferral / active EE | $7,011 | $6,908+1.5% | $6,563+6.8% | $6,343+10.5% |
| Admin fee / account holder | $15,048 | $9,457+59.1% | $7,297+106.2% | $12,316+22.2% |