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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 | $22,768 | $169,237-86.5% | $129,339-82.4% | $145,978-84.4% |
| Participation rate | 55.6% | 76.5%-20.9pp | 69.6%-14.1pp | 80.3%-24.7pp |
| Annual return | 13.26% | 14364.43%-14351.2pp | 9437.05%-9423.8pp | 550.52%-537.3pp |
| Employer contribution / active EE | $19,003 | $5,540+243.0% | $4,154+357.4% | $4,662+307.6% |
| Participant deferral / active EE | $9,871 | $4,991+97.8% | $4,170+136.7% | $6,690+47.6% |
| Admin fee / account holder | $1,255 | $9,882-87.3% | $7,668-83.6% | $13,400-90.6% |