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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 | $103,076 | $180,462-42.9% | $154,111-33.1% | $135,379-23.9% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | 10.20% | 888.17%-878.0pp | 735.18%-725.0pp | 519.79%-509.6pp |
| Employer contribution / active EE | $5,024 | $6,036-16.8% | $5,298-5.2% | $4,779+5.1% |
| Participant deferral / active EE | $26,279 | $5,806+352.6% | $5,081+417.2% | $5,609+368.5% |
| Admin fee / account holder | $67,854 | $16,145+320.3% | $13,411+405.9% | $10,828+526.7% |