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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 | $82,352 | $150,447-45.3% | $136,298-39.6% | $147,586-44.2% |
| Participation rate | 37.5% | 84.4%-46.9pp | 81.9%-44.4pp | 82.8%-45.3pp |
| Annual return | 19.30% | 1049.15%-1029.9pp | 5156.27%-5137.0pp | 578.59%-559.3pp |
| Employer contribution / active EE | $7,737 | $5,256+47.2% | $4,696+64.8% | $4,876+58.7% |
| Participant deferral / active EE | $15,458 | $6,631+133.1% | $6,247+147.4% | $5,439+184.2% |
| Admin fee / account holder | $22,019 | $10,906+101.9% | $9,244+138.2% | $10,886+102.3% |