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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 | $100,561 | $99,921+0.6% | $85,009+18.3% | $145,959-31.1% |
| Participation rate | 5.6% | 74.1%-68.5pp | 67.5%-62.0pp | 80.3%-74.7pp |
| Annual return | 10.76% | 83.89%-73.1pp | 66.47%-55.7pp | 561.95%-551.2pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $2,728-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $0 | $5,293-100.0% | $4,522-100.0% | $6,689-100.0% |
| Admin fee / account holder | $102,798 | $7,252+1317.6% | $6,153+1570.8% | $13,398+667.3% |