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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 | $212,722 | $173,397+22.7% | $135,987+56.4% | $145,877+45.8% |
| Participation rate | 57.1% | 80.4%-23.3pp | 76.4%-19.3pp | 80.3%-23.2pp |
| Annual return | 12.34% | 1166.18%-1153.8pp | 580.01%-567.7pp | 551.28%-538.9pp |
| Employer contribution / active EE | $1,204 | $5,281-77.2% | $4,214-71.4% | $4,663-74.2% |
| Participant deferral / active EE | $11,416 | $8,710+31.1% | $7,027+62.5% | $6,691+70.6% |
| Admin fee / account holder | $8,145 | $9,663-15.7% | $6,716+21.3% | $13,402-39.2% |