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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 | $58,311-88.3% | $81,882-91.7% | $80,959-91.6% |
| Participation rate | 8.0% | 63.5%-55.5pp | 72.4%-64.4pp | 67.7%-59.7pp |
| Annual return | 31.52% | 41.85%-10.3pp | 779.47%-748.0pp | 35.67%-4.1pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,287-100.0% | $4,323-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,982 | $4,752+4.8% | $7,360-32.3% | $6,925-28.1% |