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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 | $133,476 | $108,695+22.8% | $74,722+78.6% | $152,897-12.7% |
| Participation rate | 25.0% | 65.4%-40.4pp | 54.5%-29.5pp | 82.5%-57.5pp |
| Annual return | 4.88% | 114.11%-109.2pp | 753.11%-748.2pp | 345.43%-340.5pp |
| Employer contribution / active EE | $0 | $1,504-100.0% | $1,084-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $1,963-100.0% | $5,851-100.0% |
| Admin fee / account holder | $7,473 | $4,906+52.3% | $3,335+124.1% | $11,599-35.6% |