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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 | $77,687 | $58,241+33.4% | $81,780-5.0% | $80,911-4.0% |
| Participation rate | 50.8% | 63.4%-12.6pp | 72.4%-21.5pp | 67.6%-16.8pp |
| Annual return | 17.91% | 41.73%-23.8pp | 776.27%-758.4pp | 35.63%-17.7pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,321-100.0% | $4,297-100.0% |
| Admin fee / account holder | $690 | $4,973-86.1% | $7,384-90.7% | $6,935-90.0% |