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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 | $12,140 | $169,361-92.8% | $129,397-90.6% | $145,877-91.7% |
| Participation rate | 9.5% | 76.5%-66.9pp | 69.6%-60.1pp | 80.3%-70.8pp |
| Annual return | 13.94% | 14395.54%-14381.6pp | 9453.98%-9440.0pp | 551.28%-537.3pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,154-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,691-100.0% |
| Admin fee / account holder | $5,404 | $9,903-45.4% | $7,679-29.6% | $13,402-59.7% |