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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 | $163,266 | $135,645+20.4% | $110,243+48.1% | $135,380+20.6% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.8%-29.8pp | 82.6%-32.6pp |
| Annual return | 3.66% | 513.24%-509.6pp | 314.76%-311.1pp | 519.81%-516.1pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $28,227 | $11,458+146.4% | $8,548+230.2% | $10,828+160.7% |