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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 | $113,038 | $171,867-34.2% | $149,721-24.5% | $147,586-23.4% |
| Participation rate | 69.2% | 88.2%-19.0pp | 87.1%-17.8pp | 82.8%-13.6pp |
| Annual return | 13.31% | 2113.36%-2100.1pp | 1501.67%-1488.4pp | 578.59%-565.3pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $956 | $13,799-93.1% | $11,282-91.5% | $10,886-91.2% |