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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 | $25,532 | $54,380-53.0% | $68,509-62.7% | $59,633-57.2% |
| Participation rate | 54.2% | 70.2%-16.0pp | 74.7%-20.5pp | 68.7%-14.4pp |
| Annual return | 19.63% | 2.83%+16.8pp | 8.27%+11.4pp | 2041.45%-2021.8pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $3,382-100.0% | $3,192-100.0% |
| Admin fee / account holder | $17,738 | $3,885+356.5% | $5,275+236.3% | $4,297+312.8% |