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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 | $70,121-65.5% | $63,803-62.1% | $138,895-82.6% |
| Participation rate | 66.7% | 77.2%-10.5pp | 72.7%-6.0pp | 79.9%-13.3pp |
| Annual return | 47.95% | 946.48%-898.5pp | 543.72%-495.8pp | 145.39%-97.4pp |
| Employer contribution / active EE | $49,872 | $2,882+1630.4% | $2,532+1869.4% | $4,194+1089.1% |
| Participant deferral / active EE | $149,295 | $4,535+3191.8% | $3,843+3784.8% | $6,396+2234.1% |
| Admin fee / account holder | $634 | $6,738-90.6% | $5,196-87.8% | $12,562-94.9% |