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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 | $46,638 | $108,897-57.2% | $100,378-53.5% | $145,877-68.0% |
| Participation rate | 33.3% | 83.0%-49.6pp | 81.5%-48.2pp | 80.3%-47.0pp |
| Annual return | 14.13% | 58.17%-44.0pp | 49.41%-35.3pp | 551.28%-537.1pp |
| Employer contribution / active EE | $6,534 | $4,420+47.8% | $3,942+65.8% | $4,663+40.1% |
| Participant deferral / active EE | $10,029 | $8,455+18.6% | $8,087+24.0% | $6,691+49.9% |
| Admin fee / account holder | $10,997 | $9,690+13.5% | $7,899+39.2% | $13,402-17.9% |