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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 | $193,595 | $104,544+85.2% | $76,657+152.5% | $152,897+26.6% |
| Participation rate | 55.6% | 76.6%-21.1pp | 72.1%-16.5pp | 82.5%-26.9pp |
| Annual return | 24.46% | 1014.36%-989.9pp | 1166.74%-1142.3pp | 345.43%-321.0pp |
| Employer contribution / active EE | $0 | $3,118-100.0% | $2,303-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,236-100.0% | $3,335-100.0% | $5,851-100.0% |
| Admin fee / account holder | $7,232 | $12,286-41.1% | $6,423+12.6% | $11,599-37.7% |