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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 | $89,387 | $124,314-28.1% | $109,163-18.1% | $167,518-46.6% |
| Participation rate | 15.8% | 79.4%-63.7pp | 75.9%-60.1pp | 82.1%-66.3pp |
| Annual return | 15.95% | 26.04%-10.1pp | 25.75%-9.8pp | 478.71%-462.8pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $32,438 | $7,973+306.9% | $6,754+380.3% | $12,312+163.5% |