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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 | $18,558 | $180,749-89.7% | $160,784-88.5% | $137,256-86.5% |
| Participation rate | 0.0% | 80.0%-80.0pp | 77.0%-77.0pp | 80.0%-80.0pp |
| Annual return | 14.73% | 2234.46%-2219.7pp | 1803.92%-1789.2pp | 220.34%-205.6pp |
| Employer contribution / active EE | $4,079 | $4,155-1.8% | $3,733+9.3% | $4,156-1.9% |
| Participant deferral / active EE | $14,922 | $6,844+118.0% | $6,293+137.1% | $6,407+132.9% |
| Admin fee / account holder | $2,368 | $10,397-77.2% | $9,717-75.6% | $12,270-80.7% |