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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 | $109,292 | $209,888-47.9% | $189,545-42.3% | $167,553-34.8% |
| Participation rate | 12.5% | 88.7%-76.2pp | 87.8%-75.3pp | 82.1%-69.6pp |
| Annual return | 18.21% | 748.66%-730.5pp | 555.36%-537.2pp | 478.89%-460.7pp |
| Employer contribution / active EE | $0 | $6,915-100.0% | $6,162-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,343-100.0% |
| Admin fee / account holder | $11,904 | $14,300-16.8% | $12,049-1.2% | $12,316-3.4% |