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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 | $43,319 | $150,447-71.2% | $136,298-68.2% | $147,586-70.6% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 12.78% | 1049.15%-1036.4pp | 5156.27%-5143.5pp | 578.59%-565.8pp |
| Employer contribution / active EE | $4,206 | $5,256-20.0% | $4,696-10.4% | $4,876-13.7% |
| Participant deferral / active EE | $10,561 | $6,631+59.3% | $6,247+69.0% | $5,439+94.2% |
| Admin fee / account holder | $4,511 | $10,906-58.6% | $9,244-51.2% | $10,886-58.6% |