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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 | $61,839 | $108,695-43.1% | $74,722-17.2% | $152,897-59.6% |
| Participation rate | 25.0% | 65.4%-40.4pp | 54.5%-29.5pp | 82.5%-57.5pp |
| Annual return | 23.76% | 114.11%-90.3pp | 753.11%-729.4pp | 345.43%-321.7pp |
| Employer contribution / active EE | $5,616 | $1,504+273.4% | $1,084+418.0% | $4,764+17.9% |
| Participant deferral / active EE | $9,029 | $2,712+232.9% | $1,963+359.9% | $5,851+54.3% |
| Admin fee / account holder | $6,277 | $4,906+27.9% | $3,335+88.2% | $11,599-45.9% |