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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 | $66,337 | $79,209-16.3% | $102,434-35.2% | $74,459-10.9% |
| Participation rate | 22.0% | 74.8%-52.8pp | 76.5%-54.5pp | 67.2%-45.2pp |
| Annual return | 11.82% | 54.98%-43.2pp | 29.46%-17.6pp | 1369.70%-1357.9pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $0 | $4,417-100.0% | $5,055-100.0% | $4,350-100.0% |
| Admin fee / account holder | $8,205 | $2,002+309.9% | $9,462-13.3% | $1,945+321.9% |