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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 | $102,867 | $147,727-30.4% | $115,756-11.1% | $134,545-23.5% |
| Participation rate | 30.0% | 80.4%-50.4pp | 77.1%-47.1pp | 81.2%-51.2pp |
| Annual return | -17.89% | 73.96%-91.8pp | 143.14%-161.0pp | 418.37%-436.3pp |
| Employer contribution / active EE | $0 | $4,713-100.0% | $3,793-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $7,563-100.0% | $6,254-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,670 | $14,571-88.5% | $8,124-79.4% | $11,431-85.4% |