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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 | $77,559 | $58,927+31.6% | $76,823+1.0% | $72,983+6.3% |
| Participation rate | 61.5% | 67.3%-5.8pp | 72.1%-10.5pp | 69.5%-7.9pp |
| Annual return | 20.18% | 2305.64%-2285.5pp | 1166.42%-1146.2pp | 81.01%-60.8pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $2,690-100.0% | $3,336-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,329 | $4,013-66.9% | $6,422-79.3% | $5,124-74.1% |