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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 | $111,630 | $73,518+51.8% | $63,003+77.2% | $147,585-24.4% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.8%-8.1pp | 82.8%-16.2pp |
| Annual return | 15.99% | 175.46%-159.5pp | 87.59%-71.6pp | 578.57%-562.6pp |
| Employer contribution / active EE | $4,115 | $3,322+23.9% | $2,760+49.1% | $4,876-15.6% |
| Participant deferral / active EE | $8,230 | $4,183+96.7% | $3,329+147.2% | $5,439+51.3% |
| Admin fee / account holder | $1,782 | $5,952-70.1% | $3,600-50.5% | $10,885-83.6% |