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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 | $18,984 | $102,663-81.5% | $86,216-78.0% | $139,466-86.4% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 15.50% | 1924.52%-1909.0pp | 1169.42%-1153.9pp | 373.66%-358.2pp |
| Employer contribution / active EE | $10,162 | $3,035+234.9% | $2,382+326.7% | $4,754+113.7% |
| Participant deferral / active EE | $36,548 | $4,677+681.4% | $3,986+816.9% | $6,712+444.5% |
| Admin fee / account holder | $14,312 | $8,663+65.2% | $6,853+108.8% | $11,409+25.5% |