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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 | $139,289 | $104,937+32.7% | $84,628+64.6% | $152,897-8.9% |
| Participation rate | 30.0% | 74.8%-44.8pp | 68.2%-38.2pp | 82.5%-52.5pp |
| Annual return | 18.60% | 373.88%-355.3pp | 258.80%-240.2pp | 345.43%-326.8pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,690-100.0% | $3,900-100.0% | $5,851-100.0% |
| Admin fee / account holder | $306 | $6,243-95.1% | $4,914-93.8% | $11,599-97.4% |