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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 | $18,129 | $72,426-75.0% | $67,560-73.2% | $145,897-87.6% |
| Participation rate | 60.0% | 76.9%-16.9pp | 72.9%-12.9pp | 80.3%-20.3pp |
| Annual return | 11.37% | 7226.78%-7215.4pp | 3533.50%-3522.1pp | 552.29%-540.9pp |
| Employer contribution / active EE | $1,862 | $3,074-39.4% | $2,737-32.0% | $4,663-60.1% |
| Participant deferral / active EE | $3,073 | $4,785-35.8% | $4,004-23.3% | $6,689-54.1% |
| Admin fee / account holder | $5,834 | $5,514+5.8% | $3,994+46.1% | $13,390-56.4% |