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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 | $9,833 | $72,465-86.4% | $67,575-85.4% | $145,884-93.3% |
| Participation rate | 63.6% | 76.9%-13.2pp | 72.9%-9.3pp | 80.3%-16.7pp |
| Annual return | 9.69% | 7222.56%-7212.9pp | 3528.98%-3519.3pp | 551.85%-542.2pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $4,786-100.0% | $4,003-100.0% | $6,690-100.0% |
| Admin fee / account holder | $932 | $5,515-83.1% | $3,993-76.7% | $13,392-93.0% |