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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 | $46,332 | $173,397-73.3% | $135,987-65.9% | $145,978-68.3% |
| Participation rate | 17.4% | 80.4%-63.0pp | 76.4%-59.0pp | 80.3%-62.9pp |
| Annual return | 9.08% | 1165.22%-1156.1pp | 579.77%-570.7pp | 550.52%-541.4pp |
| Employer contribution / active EE | $0 | $5,281-100.0% | $4,214-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $8,710-100.0% | $7,027-100.0% | $6,690-100.0% |
| Admin fee / account holder | $6,540 | $9,663-32.3% | $6,716-2.6% | $13,400-51.2% |