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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 | $19,052 | $106,247-82.1% | $96,515-80.3% | $139,466-86.3% |
| Participation rate | 9.1% | 77.8%-68.8pp | 74.3%-65.3pp | 80.3%-71.2pp |
| Annual return | 28.47% | 38.47%-10.0pp | 35.73%-7.3pp | 373.66%-345.2pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $4,880-100.0% | $6,712-100.0% |
| Admin fee / account holder | $971 | $7,885-87.7% | $6,735-85.6% | $11,409-91.5% |