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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 | $132,752 | $81,763+62.4% | $58,561+126.7% | $139,466-4.8% |
| Participation rate | 30.8% | 61.3%-30.6pp | 50.9%-20.1pp | 80.3%-49.6pp |
| Annual return | 18.51% | 7427.77%-7409.3pp | 4251.33%-4232.8pp | 373.66%-355.2pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $2,555-100.0% | $1,923-100.0% | $6,712-100.0% |
| Admin fee / account holder | $10,063 | $3,273+207.4% | $2,520+299.3% | $11,409-11.8% |