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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 | $19,973 | $121,637-83.6% | $104,605-80.9% | $158,931-87.4% |
| Participation rate | 55.0% | 77.5%-22.5pp | 74.1%-19.1pp | 82.0%-27.0pp |
| Annual return | 4.42% | 465.32%-460.9pp | 340.46%-336.0pp | 302.86%-298.4pp |
| Employer contribution / active EE | $0 | $3,163-100.0% | $2,681-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $0 | $4,177-100.0% | $3,739-100.0% | $5,982-100.0% |
| Admin fee / account holder | $12,116 | $7,788+55.6% | $6,473+87.2% | $11,247+7.7% |