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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 | $37,090 | $100,203-63.0% | $85,240-56.5% | $145,897-74.6% |
| Participation rate | 30.8% | 74.1%-43.3pp | 67.5%-36.8pp | 80.3%-49.5pp |
| Annual return | 22.82% | 84.28%-61.5pp | 66.75%-43.9pp | 552.29%-529.5pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $5,299-100.0% | $4,527-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,093 | $7,265-85.0% | $6,165-82.3% | $13,390-91.8% |