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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 | $22,280 | $111,878-80.1% | $93,727-76.2% | $145,897-84.7% |
| Participation rate | 45.5% | 74.2%-28.8pp | 68.7%-23.3pp | 80.3%-34.9pp |
| Annual return | 8.33% | 204.28%-195.9pp | 133.83%-125.5pp | 552.29%-544.0pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,689-100.0% |
| Admin fee / account holder | $42,178 | $10,256+311.2% | $8,292+408.7% | $13,390+215.0% |