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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 | $213,390 | $126,519+68.7% | $106,201+100.9% | $145,959+46.2% |
| Participation rate | 25.0% | 77.7%-52.7pp | 75.3%-50.3pp | 80.3%-55.3pp |
| Annual return | 8.45% | 225.10%-216.7pp | 116.26%-107.8pp | 561.95%-553.5pp |
| Employer contribution / active EE | $0 | $3,726-100.0% | $3,170-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,012-100.0% | $6,689-100.0% |
| Admin fee / account holder | $35,690 | $17,312+106.2% | $11,039+223.3% | $13,398+166.4% |