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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 | $63,336 | $133,981-52.7% | $112,249-43.6% | $134,532-52.9% |
| Participation rate | 19.0% | 78.6%-59.5pp | 75.1%-56.0pp | 81.2%-62.2pp |
| Annual return | 123.91% | 47.16%+76.8pp | 27.48%+96.4pp | 418.27%-294.4pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,419 | $7,492-41.0% | $6,412-31.1% | $11,429-61.3% |