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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 | $41,776 | $107,941-61.3% | $91,994-54.6% | $152,909-72.7% |
| Participation rate | 25.0% | 81.2%-56.2pp | 78.6%-53.6pp | 82.5%-57.5pp |
| Annual return | 26.30% | 89.28%-63.0pp | 69.04%-42.7pp | 345.46%-319.2pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $6,366-100.0% | $5,924-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,525 | $10,521-66.5% | $7,744-54.5% | $11,601-69.6% |