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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 | $169,361-86.6% | $129,397-82.4% | $145,877-84.4% |
| Participation rate | 55.6% | 76.5%-20.9pp | 69.6%-14.1pp | 80.3%-24.7pp |
| Annual return | 13.26% | 14395.54%-14382.3pp | 9453.98%-9440.7pp | 551.28%-538.0pp |
| Employer contribution / active EE | $19,003 | $5,542+242.9% | $4,154+357.4% | $4,663+307.5% |
| Participant deferral / active EE | $9,871 | $4,987+97.9% | $4,167+136.9% | $6,691+47.5% |
| Admin fee / account holder | $1,255 | $9,903-87.3% | $7,679-83.7% | $13,402-90.6% |