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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 | $30,321 | $183,516-83.5% | $155,534-80.5% | $145,884-79.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 14.64% | 61.43%-46.8pp | 64.92%-50.3pp | 551.85%-537.2pp |
| Employer contribution / active EE | $1,880 | $5,315-64.6% | $4,675-59.8% | $4,662-59.7% |
| Participant deferral / active EE | $3,100 | $6,467-52.1% | $5,630-44.9% | $6,690-53.7% |
| Admin fee / account holder | $62,730 | $19,293+225.1% | $15,900+294.5% | $13,392+368.4% |