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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 | $76,812 | $27,632+178.0% | $61,452+25.0% | $68,486+12.2% |
| Participation rate | 4.4% | 39.5%-35.1pp | 52.6%-48.1pp | 67.9%-63.4pp |
| Annual return | 154.88% | -13.24%+168.1pp | 338.96%-184.1pp | -7.85%+162.7pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $1,264-100.0% | $2,125-100.0% | $4,028-100.0% |
| Admin fee / account holder | $103,872 | $2,010+5067.2% | $2,131+4774.4% | $5,404+1822.2% |