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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 | $83,766 | $180,749-53.7% | $160,784-47.9% | $137,256-39.0% |
| Participation rate | 33.3% | 80.0%-46.6pp | 77.0%-43.6pp | 80.0%-46.6pp |
| Annual return | 17.45% | 2234.46%-2217.0pp | 1803.92%-1786.5pp | 220.34%-202.9pp |
| Employer contribution / active EE | $3,608 | $4,155-13.2% | $3,733-3.4% | $4,156-13.2% |
| Participant deferral / active EE | $7,833 | $6,844+14.5% | $6,293+24.5% | $6,407+22.3% |
| Admin fee / account holder | $1,644 | $10,397-84.2% | $9,717-83.1% | $12,270-86.6% |