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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 | $24,173 | $76,368-68.3% | $67,681-64.3% | $154,746-84.4% |
| Participation rate | 66.7% | 79.0%-12.3pp | 73.7%-7.1pp | 80.7%-14.0pp |
| Annual return | 47.95% | 1066.77%-1018.8pp | 590.58%-542.6pp | 172.34%-124.4pp |
| Employer contribution / active EE | $49,872 | $3,151+1482.5% | $2,678+1762.1% | $4,379+1038.9% |
| Participant deferral / active EE | $149,295 | $4,824+2995.0% | $3,976+3655.2% | $6,730+2118.2% |
| Admin fee / account holder | $634 | $8,559-92.6% | $6,100-89.6% | $14,365-95.6% |