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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 | $36,783 | $53,837-31.7% | $75,714-51.4% | $85,847-57.2% |
| Participation rate | 7.9% | 69.1%-61.2pp | 74.8%-66.9pp | 69.3%-61.4pp |
| Annual return | 29.96% | 24.54%+5.4pp | 104.62%-74.7pp | 318.61%-288.6pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,744-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $2,895-100.0% | $3,820-100.0% | $3,952-100.0% |
| Admin fee / account holder | $4,993 | $3,339+49.5% | $3,619+38.0% | $6,261-20.3% |