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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 | $120,487 | $190,879-36.9% | $160,009-24.7% | $134,532-10.4% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.0%-15.5pp | 81.2%-18.7pp |
| Annual return | -7.69% | 552.63%-560.3pp | 408.85%-416.5pp | 418.27%-426.0pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $6,924-100.0% | $6,183-100.0% | $6,401-100.0% |
| Admin fee / account holder | $321 | $10,495-96.9% | $8,715-96.3% | $11,429-97.2% |