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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 | $72,446-75.0% | $67,561-73.2% | $145,877-87.6% |
| Participation rate | 60.0% | 76.9%-16.9pp | 72.9%-12.9pp | 80.3%-20.3pp |
| Annual return | 11.37% | 7211.98%-7200.6pp | 3525.44%-3514.1pp | 551.28%-539.9pp |
| Employer contribution / active EE | $1,862 | $3,072-39.4% | $2,735-31.9% | $4,663-60.1% |
| Participant deferral / active EE | $3,073 | $4,785-35.8% | $4,003-23.2% | $6,691-54.1% |
| Admin fee / account holder | $5,834 | $5,541+5.3% | $4,006+45.6% | $13,402-56.5% |