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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 | $30,092 | $48,277-37.7% | $67,511-55.4% | $80,874-62.8% |
| Participation rate | 68.0% | 66.4%+1.6pp | 72.9%-4.9pp | 67.6%+0.4pp |
| Annual return | 12.17% | 18.27%-6.1pp | 3517.41%-3505.2pp | 35.62%-23.4pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,733-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $2,926-100.0% | $4,000-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,349 | $3,687-63.4% | $3,999-66.3% | $6,935-80.5% |