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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 | $108,695+14.1% | $74,722+66.0% | $152,897-18.9% |
| Participation rate | 30.8% | 65.4%-34.6pp | 54.5%-23.7pp | 82.5%-51.7pp |
| Annual return | 20.25% | 114.11%-93.9pp | 753.11%-732.9pp | 345.43%-325.2pp |
| Employer contribution / active EE | $0 | $1,504-100.0% | $1,084-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $1,963-100.0% | $5,851-100.0% |
| Admin fee / account holder | $7,488 | $4,906+52.6% | $3,335+124.5% | $11,599-35.4% |