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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 | $207,192 | $82,630+150.7% | $64,105+223.2% | $125,389+65.2% |
| Participation rate | 46.2% | 75.9%-29.7pp | 68.2%-22.0pp | 83.2%-37.0pp |
| Annual return | 0.98% | 1489.72%-1488.7pp | 791.24%-790.3pp | 282.24%-281.3pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $3,608-100.0% | $2,822-100.0% | $5,352-100.0% |
| Admin fee / account holder | $8,178 | $6,382+28.1% | $4,499+81.8% | $9,541-14.3% |