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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 | $32,822 | $110,551-70.3% | $80,741-59.3% | $167,536-80.4% |
| Participation rate | 57.1% | 64.0%-6.8pp | 54.2%+3.0pp | 82.1%-25.0pp |
| Annual return | 9.61% | 120.57%-111.0pp | 87.30%-77.7pp | 478.82%-469.2pp |
| Employer contribution / active EE | $0 | $1,543-100.0% | $1,160-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $0 | $2,870-100.0% | $2,145-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,112 | $4,547-75.5% | $3,380-67.1% | $12,315-91.0% |