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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 | $34,707 | $78,707-55.9% | $117,861-70.6% | $70,126-50.5% |
| Participation rate | 68.8% | 73.2%-4.4pp | 79.7%-10.9pp | 69.5%-0.8pp |
| Annual return | 13.88% | 23.30%-9.4pp | 335.11%-321.2pp | 73.15%-59.3pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,361 | $5,066-53.4% | $8,021-70.6% | $4,645-49.2% |