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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 | $33,274 | $57,352-42.0% | $83,831-60.3% | $64,173-48.1% |
| Participation rate | 27.3% | 68.6%-41.3pp | 76.1%-48.9pp | 69.6%-42.3pp |
| Annual return | 28.91% | 11.38%+17.5pp | 850.99%-822.1pp | 7.63%+21.3pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,121 | $4,046-72.3% | $5,479-79.5% | $4,887-77.1% |