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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 | $22,376 | $99,921-77.6% | $85,009-73.7% | $145,959-84.7% |
| Participation rate | 53.8% | 74.1%-20.2pp | 67.5%-13.7pp | 80.3%-26.4pp |
| Annual return | 10.18% | 83.89%-73.7pp | 66.47%-56.3pp | 561.95%-551.8pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $2,728-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $0 | $5,293-100.0% | $4,522-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,920 | $7,252-73.5% | $6,153-68.8% | $13,398-85.7% |