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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 | $66,455 | $70,366-5.6% | $66,674-0.3% | $138,895-52.2% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | 13.72% | 386.41%-372.7pp | 321.24%-307.5pp | 145.39%-131.7pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $8,891 | $4,374+103.3% | $4,084+117.7% | $6,396+39.0% |
| Admin fee / account holder | $66,424 | $5,262+1162.2% | $5,098+1202.9% | $12,562+428.8% |