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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 | $56,156 | $65,566-14.4% | $86,235-34.9% | $75,177-25.3% |
| Participation rate | 54.3% | 60.5%-6.1pp | 69.0%-14.6pp | 67.2%-12.9pp |
| Annual return | 13.46% | 46.07%-32.6pp | 1170.03%-1156.6pp | 160.75%-147.3pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,987-100.0% | $4,126-100.0% |
| Admin fee / account holder | $486 | $5,470-91.1% | $6,856-92.9% | $5,651-91.4% |