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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 | $158,249 | $110,551+43.1% | $80,741+96.0% | $167,518-5.5% |
| Participation rate | 30.8% | 64.0%-33.2pp | 54.2%-23.4pp | 82.1%-51.3pp |
| Annual return | 20.51% | 120.57%-100.1pp | 87.30%-66.8pp | 478.71%-458.2pp |
| Employer contribution / active EE | $0 | $1,543-100.0% | $1,160-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $2,870-100.0% | $2,145-100.0% | $6,342-100.0% |
| Admin fee / account holder | $10,172 | $4,547+123.7% | $3,380+200.9% | $12,312-17.4% |