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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 | $58,215 | $104,544-44.3% | $76,657-24.1% | $152,897-61.9% |
| Participation rate | 41.7% | 76.6%-34.9pp | 72.1%-30.4pp | 82.5%-40.8pp |
| Annual return | 14.14% | 1014.36%-1000.2pp | 1166.74%-1152.6pp | 345.43%-331.3pp |
| Employer contribution / active EE | $0 | $3,118-100.0% | $2,303-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,236-100.0% | $3,335-100.0% | $5,851-100.0% |
| Admin fee / account holder | $25,603 | $12,286+108.4% | $6,423+298.6% | $11,599+120.7% |