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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 | $22,721 | $100,911-77.5% | $90,440-74.9% | $158,966-85.7% |
| Participation rate | 28.6% | 75.0%-46.5pp | 72.7%-44.1pp | 82.0%-53.4pp |
| Annual return | 6.22% | 1726.62%-1720.4pp | 1294.38%-1288.2pp | 302.95%-296.7pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $5,000 | $6,507-23.2% | $5,615-10.9% | $11,250-55.6% |