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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 | $27,780 | $68,097-59.2% | $62,929-55.9% | $137,256-79.8% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.0%-30.0pp |
| Annual return | 13.24% | 1859.11%-1845.9pp | 1063.93%-1050.7pp | 220.34%-207.1pp |
| Employer contribution / active EE | $1,389 | $2,811-50.6% | $2,505-44.6% | $4,156-66.6% |
| Participant deferral / active EE | $1,389 | $4,553-69.5% | $3,888-64.3% | $6,407-78.3% |
| Admin fee / account holder | $653 | $6,521-90.0% | $5,065-87.1% | $12,270-94.7% |