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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 | $7,749 | $90,691-91.5% | $76,119-89.8% | $145,884-94.7% |
| Participation rate | 8.3% | 74.5%-66.1pp | 69.1%-60.7pp | 80.3%-72.0pp |
| Annual return | 10.31% | 624.52%-614.2pp | 361.25%-350.9pp | 551.85%-541.5pp |
| Employer contribution / active EE | $0 | $3,329-100.0% | $2,693-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $5,167-100.0% | $4,259-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,251 | $8,383-85.1% | $6,421-80.5% | $13,392-90.7% |