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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 | $91,002 | $76,368+19.2% | $67,681+34.5% | $154,746-41.2% |
| Participation rate | 40.0% | 79.0%-39.0pp | 73.7%-33.7pp | 80.7%-40.7pp |
| Annual return | 9.57% | 1066.77%-1057.2pp | 590.58%-581.0pp | 172.34%-162.8pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,421 | $4,824-70.5% | $3,976-64.3% | $6,730-78.9% |
| Admin fee / account holder | $14,525 | $8,559+69.7% | $6,100+138.1% | $14,365+1.1% |