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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 | $67,590 | $56,431+19.8% | $130,788-48.3% | $87,485-22.7% |
| Participation rate | 10.0% | 58.9%-48.9pp | 70.1%-60.1pp | 68.9%-58.9pp |
| Annual return | 13.11% | 91.27%-78.2pp | 386.44%-373.3pp | 26.06%-12.9pp |
| Employer contribution / active EE | $0 | $1,549-100.0% | $3,558-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $2,749-100.0% | $4,137-100.0% | $4,274-100.0% |
| Admin fee / account holder | $7,392 | $4,433+66.7% | $6,673+10.8% | $7,775-4.9% |