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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 | $24,701 | $72,446-65.9% | $67,561-63.4% | $145,877-83.1% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 12.48% | 7211.98%-7199.5pp | 3525.44%-3513.0pp | 551.28%-538.8pp |
| Employer contribution / active EE | $1,211 | $3,072-60.6% | $2,735-55.7% | $4,663-74.0% |
| Participant deferral / active EE | $1,211 | $4,785-74.7% | $4,003-69.8% | $6,691-81.9% |
| Admin fee / account holder | $325 | $5,541-94.1% | $4,006-91.9% | $13,402-97.6% |