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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 | $21,824 | $98,240-77.8% | $82,312-73.5% | $147,586-85.2% |
| Participation rate | 41.7% | 79.7%-38.1pp | 76.9%-35.2pp | 82.8%-41.2pp |
| Annual return | 13.59% | 30.85%-17.3pp | 25.88%-12.3pp | 578.59%-565.0pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $711 | $8,563-91.7% | $5,608-87.3% | $10,886-93.5% |