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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 | $38,594 | $61,125-36.9% | $94,057-59.0% | $87,485-55.9% |
| Participation rate | 60.6% | 64.1%-3.5pp | 73.3%-12.7pp | 68.9%-8.3pp |
| Annual return | 14.60% | 35.20%-20.6pp | 480.62%-466.0pp | 26.06%-11.5pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $4,709-100.0% | $4,274-100.0% |
| Admin fee / account holder | $9,347 | $5,629+66.1% | $7,244+29.0% | $7,775+20.2% |