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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 | $87,615 | $123,982-29.3% | $69,701+25.7% | $145,959-40.0% |
| Participation rate | 35.0% | 69.2%-34.2pp | 66.4%-31.4pp | 80.3%-45.3pp |
| Annual return | 6.73% | 191.01%-184.3pp | 100.32%-93.6pp | 561.95%-555.2pp |
| Employer contribution / active EE | $0 | $2,681-100.0% | $1,713-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $0 | $4,236-100.0% | $2,887-100.0% | $6,689-100.0% |
| Admin fee / account holder | $13,383 | $7,867+70.1% | $4,717+183.7% | $13,398-0.1% |