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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 | $6,799 | $58,234-88.3% | $81,783-91.7% | $80,874-91.6% |
| Participation rate | 8.0% | 63.4%-55.4pp | 72.4%-64.4pp | 67.6%-59.6pp |
| Annual return | 31.52% | 41.70%-10.2pp | 775.05%-743.5pp | 35.62%-4.1pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,320-100.0% | $4,297-100.0% |
| Admin fee / account holder | $4,982 | $4,9820% | $7,380-32.5% | $6,935-28.2% |