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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 | $61,973 | $106,923-42.0% | $84,023-26.2% | $152,909-59.5% |
| Participation rate | 66.7% | 75.3%-8.6pp | 69.0%-2.4pp | 82.5%-15.8pp |
| Annual return | 18.48% | 105.02%-86.5pp | 71.32%-52.8pp | 345.46%-327.0pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,013-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,034 | $8,289-63.4% | $6,102-50.3% | $11,601-73.8% |