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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 | $124,070 | $108,685+14.2% | $74,719+66.0% | $152,885-18.8% |
| Participation rate | 30.8% | 65.3%-34.6pp | 54.5%-23.7pp | 82.5%-51.7pp |
| Annual return | 20.25% | 114.09%-93.8pp | 753.05%-732.8pp | 345.39%-325.1pp |
| Employer contribution / active EE | $0 | $1,504-100.0% | $1,084-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $1,963-100.0% | $5,851-100.0% |
| Admin fee / account holder | $7,488 | $4,905+52.6% | $3,334+124.6% | $11,598-35.4% |