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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 | $132,671 | $72,403+83.2% | $67,524+96.5% | $145,978-9.1% |
| Participation rate | 6.3% | 76.9%-70.6pp | 72.9%-66.6pp | 80.3%-74.0pp |
| Annual return | 9.84% | 7197.23%-7187.4pp | 3519.41%-3509.6pp | 550.52%-540.7pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,734-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $4,782-100.0% | $4,001-100.0% | $6,690-100.0% |
| Admin fee / account holder | $11,392 | $5,541+105.6% | $4,001+184.8% | $13,400-15.0% |