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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 | $18,806 | $159,934-88.2% | $147,005-87.2% | $145,959-87.1% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 14.52% | 98.24%-83.7pp | 418.76%-404.2pp | 561.95%-547.4pp |
| Employer contribution / active EE | $4,069 | $5,287-23.0% | $4,934-17.5% | $4,661-12.7% |
| Participant deferral / active EE | $29,738 | $8,427+252.9% | $8,070+268.5% | $6,689+344.6% |
| Admin fee / account holder | $2,296 | $15,053-84.7% | $13,006-82.3% | $13,398-82.9% |