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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 | $20,008 | $85,171-76.5% | $172,752-88.4% | $72,975-72.6% |
| Participation rate | 12.2% | 70.1%-57.8pp | 82.6%-70.4pp | 69.5%-57.2pp |
| Annual return | 20.40% | 27.32%-6.9pp | 802.97%-782.6pp | 81.01%-60.6pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,270 | $5,880-61.4% | $13,955-83.7% | $5,124-55.7% |