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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 | $49,294 | $100,901-51.1% | $75,501-34.7% | $147,586-66.6% |
| Participation rate | 40.0% | 77.1%-37.1pp | 72.4%-32.4pp | 82.8%-42.8pp |
| Annual return | 14.14% | 35.78%-21.6pp | 27.35%-13.2pp | 578.59%-564.5pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,352-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $4,027-100.0% | $3,142-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,398 | $11,285-61.0% | $5,801-24.2% | $10,886-59.6% |