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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 | $91,820 | $72,403+26.8% | $67,524+36.0% | $145,978-37.1% |
| Participation rate | 55.6% | 76.9%-21.3pp | 72.9%-17.3pp | 80.3%-24.7pp |
| Annual return | 11.63% | 7197.23%-7185.6pp | 3519.41%-3507.8pp | 550.52%-538.9pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,734-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,602 | $4,782-66.5% | $4,001-60.0% | $6,690-76.0% |
| Admin fee / account holder | $5,578 | $5,541+0.7% | $4,001+39.4% | $13,400-58.4% |