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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 | $97,858 | $73,546+33.1% | $63,018+55.3% | $147,586-33.7% |
| Participation rate | 5.3% | 77.9%-72.6pp | 74.8%-69.5pp | 82.8%-77.6pp |
| Annual return | 13.46% | 175.56%-162.1pp | 87.62%-74.2pp | 578.59%-565.1pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $4,185-100.0% | $3,330-100.0% | $5,439-100.0% |
| Admin fee / account holder | $13,257 | $5,956+122.6% | $3,601+268.2% | $10,886+21.8% |