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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 | $178,638 | $75,962+135.2% | $154,108+15.9% | $64,173+178.4% |
| Participation rate | 1.2% | 70.4%-69.2pp | 83.0%-81.8pp | 69.6%-68.3pp |
| Annual return | -2.14% | 30.32%-32.5pp | 735.21%-737.3pp | 7.63%-9.8pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $7,025 | $5,589+25.7% | $13,411-47.6% | $4,887+43.7% |