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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 | $66,395 | $132,634-49.9% | $115,768-42.6% | $137,256-51.6% |
| Participation rate | 36.4% | 77.9%-41.5pp | 74.4%-38.0pp | 80.0%-43.6pp |
| Annual return | 10.19% | 160.70%-150.5pp | 100.46%-90.3pp | 220.34%-210.2pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $4,917-100.0% | $6,407-100.0% |
| Admin fee / account holder | $8,943 | $15,028-40.5% | $12,439-28.1% | $12,270-27.1% |