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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 | $1,853 | $28,624-93.5% | $53,647-96.5% | $82,637-97.8% |
| Participation rate | 45.2% | 47.3%-2.1pp | 56.3%-11.1pp | 68.1%-22.9pp |
| Annual return | 14.68% | 664.98%-650.3pp | 358.33%-343.7pp | 53.51%-38.8pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $1,196-100.0% | $1,813-100.0% | $4,126-100.0% |
| Admin fee / account holder | $523 | $2,022-74.1% | $2,460-78.7% | $7,339-92.9% |