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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 | $39,125 | $105,284-62.8% | $150,734-74.0% | $94,015-58.4% |
| Participation rate | 69.8% | 71.7%-2.0pp | 78.4%-8.7pp | 70.8%-1.1pp |
| Annual return | 10.61% | 15.67%-5.1pp | 600.81%-590.2pp | 17.84%-7.2pp |
| Employer contribution / active EE | $0 | $3,599-100.0% | $4,918-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,610-100.0% | $4,249-100.0% |
| Admin fee / account holder | $2,369 | $9,839-75.9% | $14,905-84.1% | $8,951-73.5% |