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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 | $21,841 | $180,749-87.9% | $160,784-86.4% | $137,256-84.1% |
| Participation rate | 12.5% | 80.0%-67.5pp | 77.0%-64.5pp | 80.0%-67.5pp |
| Annual return | 15.35% | 2234.46%-2219.1pp | 1803.92%-1788.6pp | 220.34%-205.0pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $6,455 | $10,397-37.9% | $9,717-33.6% | $12,270-47.4% |