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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 | $19,055 | $100,139-81.0% | $85,187-77.6% | $145,884-86.9% |
| Participation rate | 35.3% | 74.1%-38.8pp | 67.5%-32.2pp | 80.3%-45.0pp |
| Annual return | 11.86% | 84.15%-72.3pp | 66.67%-54.8pp | 551.85%-540.0pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $5,296-100.0% | $4,525-100.0% | $6,690-100.0% |
| Admin fee / account holder | $4,194 | $7,262-42.2% | $6,162-31.9% | $13,392-68.7% |