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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 | $22,768 | $169,356-86.6% | $129,406-82.4% | $145,897-84.4% |
| Participation rate | 55.6% | 76.5%-21.0pp | 69.6%-14.1pp | 80.3%-24.8pp |
| Annual return | 13.26% | 14418.62%-14405.4pp | 9468.18%-9454.9pp | 552.29%-539.0pp |
| Employer contribution / active EE | $19,003 | $5,542+242.9% | $4,155+357.3% | $4,663+307.6% |
| Participant deferral / active EE | $9,871 | $4,987+98.0% | $4,167+136.9% | $6,689+47.6% |
| Admin fee / account holder | $1,255 | $9,915-87.3% | $7,689-83.7% | $13,390-90.6% |