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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 | $8,632 | $88,778-90.3% | $81,844-89.5% | $145,884-94.1% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 10.68% | 1033.03%-1022.3pp | 778.87%-768.2pp | 551.85%-541.2pp |
| Employer contribution / active EE | $30,051 | $3,087+873.5% | $2,916+930.4% | $4,662+544.6% |
| Participant deferral / active EE | $43,983 | $4,648+846.2% | $4,323+917.3% | $6,690+557.5% |
| Admin fee / account holder | $2,502 | $8,430-70.3% | $7,355-66.0% | $13,392-81.3% |