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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 | $25,322 | $104,577-75.8% | $76,667-67.0% | $152,909-83.4% |
| Participation rate | 50.0% | 76.6%-26.6pp | 72.1%-22.1pp | 82.5%-32.5pp |
| Annual return | 12.95% | 1014.36%-1001.4pp | 1166.74%-1153.8pp | 345.46%-332.5pp |
| Employer contribution / active EE | $6,822 | $3,119+118.7% | $2,303+196.2% | $4,764+43.2% |
| Participant deferral / active EE | $10,599 | $4,237+150.1% | $3,336+217.7% | $5,851+81.1% |
| Admin fee / account holder | $29,915 | $12,290+143.4% | $6,423+365.7% | $11,601+157.9% |