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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 | $133,440 | $99,079+34.7% | $78,002+71.1% | $273,972-51.3% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.5%-8.9pp | 83.0%-16.3pp |
| Annual return | 9.64% | 217.93%-208.3pp | 425.99%-416.3pp | 41.46%-31.8pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,865 | $4,306+59.4% | $3,497+96.3% | $5,287+29.8% |
| Admin fee / account holder | $23,781 | $8,954+165.6% | $5,481+333.9% | $10,133+134.7% |