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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 | $101,105 | $124,346-18.7% | $111,308-9.2% | $167,536-39.7% |
| Participation rate | 36.4% | 79.6%-43.3pp | 77.3%-41.0pp | 82.1%-45.7pp |
| Annual return | 32.87% | 37.45%-4.6pp | 54.67%-21.8pp | 478.82%-445.9pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $800 | $10,621-92.5% | $7,965-90.0% | $12,315-93.5% |