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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 | $142,005 | $138,102+2.8% | $125,381+13.3% | $134,532+5.6% |
| Participation rate | 62.5% | 84.5%-22.0pp | 82.4%-19.9pp | 81.2%-18.7pp |
| Annual return | -16.03% | 750.73%-766.8pp | 572.31%-588.3pp | 418.27%-434.3pp |
| Employer contribution / active EE | $3,879 | $5,245-26.0% | $4,815-19.4% | $4,741-18.2% |
| Participant deferral / active EE | $35,734 | $7,801+358.1% | $7,448+379.8% | $6,401+458.3% |
| Admin fee / account holder | $35,137 | $11,568+203.7% | $10,007+251.1% | $11,429+207.5% |