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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 | $13,275 | $76,519-82.7% | $56,025-76.3% | $145,897-90.9% |
| Participation rate | 59.1% | 63.2%-4.1pp | 52.5%+6.6pp | 80.3%-21.2pp |
| Annual return | 11.49% | 3017.03%-3005.5pp | 1712.69%-1701.2pp | 552.29%-540.8pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,955-100.0% | $6,689-100.0% |
| Admin fee / account holder | $634 | $3,331-81.0% | $2,828-77.6% | $13,390-95.3% |