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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 | $40,621 | $171,492-76.3% | $150,734-73.1% | $198,609-79.5% |
| Participation rate | 20.0% | 81.4%-61.4pp | 78.4%-58.4pp | 82.4%-62.4pp |
| Annual return | 7.76% | 804.70%-796.9pp | 600.81%-593.0pp | 202.70%-194.9pp |
| Employer contribution / active EE | $2,608 | $5,470-52.3% | $4,918-47.0% | $5,055-48.4% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $18,028 | $17,628+2.3% | $14,905+21.0% | $19,030-5.3% |