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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 | $115,842 | $58,275+98.8% | $81,844+41.5% | $80,935+43.1% |
| Participation rate | 11.1% | 63.5%-52.4pp | 72.4%-61.3pp | 67.7%-56.6pp |
| Annual return | 12.29% | 41.82%-29.5pp | 778.87%-766.6pp | 35.66%-23.4pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,285-100.0% | $4,323-100.0% | $4,299-100.0% |
| Admin fee / account holder | $539 | $4,749-88.7% | $7,355-92.7% | $6,924-92.2% |