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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 | $165,391 | $106,557+55.2% | $91,227+81.3% | $134,545+22.9% |
| Participation rate | 41.7% | 76.8%-35.1pp | 73.2%-31.5pp | 81.2%-39.6pp |
| Annual return | -20.44% | 160.81%-181.3pp | 114.14%-134.6pp | 418.37%-438.8pp |
| Employer contribution / active EE | $0 | $3,332-100.0% | $2,851-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $4,719-100.0% | $4,234-100.0% | $6,401-100.0% |
| Admin fee / account holder | $50,145 | $6,235+704.2% | $5,423+824.7% | $11,431+338.7% |