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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 | $39,499 | $29,733+32.8% | $56,025-29.5% | $80,959-51.2% |
| Participation rate | 4.3% | 41.7%-37.5pp | 52.5%-48.3pp | 67.7%-63.4pp |
| Annual return | 15.98% | 35.28%-19.3pp | 1712.69%-1696.7pp | 35.67%-19.7pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $1,229-100.0% | $1,955-100.0% | $4,300-100.0% |
| Admin fee / account holder | $32,399 | $2,434+1231.4% | $2,828+1045.5% | $6,925+367.8% |