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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 | $243,292 | $135,645+79.4% | $110,243+120.7% | $135,380+79.7% |
| Participation rate | 14.3% | 83.5%-69.2pp | 79.8%-65.5pp | 82.6%-68.4pp |
| Annual return | -0.26% | 513.24%-513.5pp | 314.76%-315.0pp | 519.81%-520.1pp |
| Employer contribution / active EE | $9,400 | $4,907+91.6% | $3,827+145.6% | $4,779+96.7% |
| Participant deferral / active EE | $7,926 | $5,507+43.9% | $4,672+69.6% | $5,609+41.3% |
| Admin fee / account holder | $7,743 | $11,458-32.4% | $8,548-9.4% | $10,828-28.5% |