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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 | $47,272 | $109,967-57.0% | $97,197-51.4% | $145,877-67.6% |
| Participation rate | 20.0% | 76.0%-56.0pp | 72.7%-52.7pp | 80.3%-60.3pp |
| Annual return | 9.67% | 244.27%-234.6pp | 75.47%-65.8pp | 551.28%-541.6pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,263-100.0% | $6,691-100.0% |
| Admin fee / account holder | $360,449 | $6,199+5714.6% | $5,637+6294.1% | $13,402+2589.5% |