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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 | $160,040-88.2% | $147,096-87.2% | $145,877-87.1% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 14.52% | 98.49%-84.0pp | 419.75%-405.2pp | 551.28%-536.8pp |
| Employer contribution / active EE | $4,069 | $5,289-23.1% | $4,936-17.6% | $4,663-12.7% |
| Participant deferral / active EE | $29,738 | $8,429+252.8% | $8,071+268.4% | $6,691+344.5% |
| Admin fee / account holder | $2,296 | $15,050-84.7% | $13,005-82.3% | $13,402-82.9% |