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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 | $29,050 | $69,274-58.1% | $64,097-54.7% | $139,487-79.2% |
| Participation rate | 20.0% | 75.6%-55.6pp | 72.3%-52.3pp | 80.3%-60.3pp |
| Annual return | 367.55% | 46.00%+321.5pp | 33.75%+333.8pp | 373.84%-6.3pp |
| Employer contribution / active EE | $33,384 | $3,187+947.5% | $2,750+1114.0% | $4,755+602.1% |
| Participant deferral / active EE | $39,171 | $4,685+736.1% | $3,881+909.2% | $6,713+483.5% |
| Admin fee / account holder | $974 | $4,247-77.1% | $3,070-68.3% | $11,407-91.5% |