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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 | $98,112 | $160,059-38.7% | $140,019-29.9% | $135,380-27.5% |
| Participation rate | 16.7% | 88.5%-71.9pp | 87.5%-70.8pp | 82.6%-66.0pp |
| Annual return | 4.47% | 911.48%-907.0pp | 651.17%-646.7pp | 519.81%-515.3pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $940 | $13,328-92.9% | $10,705-91.2% | $10,828-91.3% |