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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 | $48,314-37.7% | $67,561-55.5% | $80,925-62.8% |
| Participation rate | 68.0% | 66.4%+1.6pp | 72.9%-4.9pp | 67.7%+0.3pp |
| Annual return | 12.17% | 18.28%-6.1pp | 3525.44%-3513.3pp | 35.65%-23.5pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,003-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,349 | $3,690-63.4% | $4,006-66.3% | $6,940-80.6% |