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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 | $11,977 | $111,814-89.3% | $103,374-88.4% | $145,959-91.8% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 12.51% | 24.77%-12.3pp | 24.89%-12.4pp | 561.95%-549.4pp |
| Employer contribution / active EE | $52,302 | $4,214+1141.2% | $3,869+1251.7% | $4,661+1022.2% |
| Participant deferral / active EE | $13,419 | $5,618+138.8% | $5,058+165.3% | $6,689+100.6% |
| Admin fee / account holder | $5,973 | $9,754-38.8% | $8,394-28.8% | $13,398-55.4% |