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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 | $93,781 | $84,708+10.7% | $75,714+23.9% | $167,536-44.0% |
| Participation rate | 9.1% | 77.8%-68.7pp | 74.8%-65.7pp | 82.1%-73.0pp |
| Annual return | 14.77% | 199.62%-184.9pp | 104.62%-89.9pp | 478.82%-464.0pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,744-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $3,820-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,771 | $5,358-48.3% | $3,619-23.4% | $12,315-77.5% |