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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 | $47,826 | $48,327-1.0% | $67,575-29.2% | $80,935-40.9% |
| Participation rate | 18.2% | 66.4%-48.2pp | 72.9%-54.7pp | 67.7%-49.5pp |
| Annual return | 18.19% | 18.31%-0.1pp | 3528.98%-3510.8pp | 35.66%-17.5pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,003-100.0% | $4,299-100.0% |
| Admin fee / account holder | $7,888 | $3,692+113.6% | $3,993+97.5% | $6,924+13.9% |