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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 | $74,575 | $102,393-27.2% | $147,041-49.3% | $80,911-7.8% |
| Participation rate | 28.1% | 75.9%-47.7pp | 82.2%-54.0pp | 67.6%-39.5pp |
| Annual return | 14.14% | 134.95%-120.8pp | 419.21%-405.1pp | 35.63%-21.5pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $6,647-100.0% | $8,071-100.0% | $4,297-100.0% |
| Admin fee / account holder | $903 | $7,943-88.6% | $13,006-93.1% | $6,935-87.0% |