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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 | $42,152 | $83,337-49.4% | $67,834-37.9% | $273,972-84.6% |
| Participation rate | 47.1% | 76.4%-29.4pp | 68.8%-21.7pp | 83.0%-36.0pp |
| Annual return | 5.10% | 259.45%-254.3pp | 138.47%-133.4pp | 41.46%-36.4pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $2,403-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $4,088-100.0% | $3,160-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,640 | $6,752-46.1% | $4,622-21.3% | $10,133-64.1% |