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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 | $53,588 | $156,927-65.9% | $121,169-55.8% | $139,456-61.6% |
| Participation rate | 28.6% | 76.4%-47.9pp | 69.5%-41.0pp | 80.3%-51.8pp |
| Annual return | 16.73% | 1475.85%-1459.1pp | 986.71%-970.0pp | 373.45%-356.7pp |
| Employer contribution / active EE | $3,854 | $5,542-30.5% | $4,168-7.5% | $4,753-18.9% |
| Participant deferral / active EE | $23,543 | $4,848+385.6% | $4,083+476.7% | $6,711+250.8% |
| Admin fee / account holder | $6,570 | $6,946-5.4% | $5,645+16.4% | $11,407-42.4% |