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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 | $111,466 | $234,190-52.4% | $180,320-38.2% | $198,609-43.9% |
| Participation rate | 14.3% | 77.1%-62.8pp | 71.5%-57.3pp | 82.4%-68.1pp |
| Annual return | 13.09% | 1057.44%-1044.4pp | 778.54%-765.4pp | 202.70%-189.6pp |
| Employer contribution / active EE | $0 | $5,258-100.0% | $4,108-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $4,988-100.0% | $4,304-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,378 | $12,558-89.0% | $10,000-86.2% | $19,030-92.8% |