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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 | $77,013 | $69,118+11.4% | $53,647+43.6% | $138,895-44.6% |
| Participation rate | 25.0% | 64.0%-39.0pp | 56.3%-31.3pp | 79.9%-54.9pp |
| Annual return | 14.22% | 248.26%-234.0pp | 358.33%-344.1pp | 145.39%-131.2pp |
| Employer contribution / active EE | $6,491 | $1,189+445.7% | $962+574.7% | $4,194+54.7% |
| Participant deferral / active EE | $14,817 | $2,274+551.6% | $1,813+717.2% | $6,396+131.7% |
| Admin fee / account holder | $6,096 | $2,724+123.8% | $2,460+147.8% | $12,562-51.5% |