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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 | $62,392 | $109,872-43.2% | $98,483-36.6% | $167,536-62.8% |
| Participation rate | 21.4% | 75.8%-54.4pp | 73.3%-51.9pp | 82.1%-60.7pp |
| Annual return | 9.60% | 1959.31%-1949.7pp | 1494.38%-1484.8pp | 478.82%-469.2pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,344 | $6,757-65.3% | $5,953-60.6% | $12,315-81.0% |