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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 | $209,036 | $97,759+113.8% | $83,849+149.3% | $135,377+54.4% |
| Participation rate | 20.0% | 79.9%-59.9pp | 76.1%-56.1pp | 82.6%-62.6pp |
| Annual return | -3.78% | 1287.41%-1291.2pp | 850.91%-854.7pp | 519.75%-523.5pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $66,450 | $6,674+895.6% | $5,478+1112.9% | $10,828+513.7% |