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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 | $11,851 | $48,337-75.5% | $67,560-82.5% | $80,959-85.4% |
| Participation rate | 26.0% | 66.4%-40.4pp | 72.9%-46.9pp | 67.7%-41.6pp |
| Annual return | 22.40% | 18.26%+4.1pp | 3533.50%-3511.1pp | 35.67%-13.3pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $2,928-100.0% | $4,004-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,978 | $3,695-46.5% | $3,994-50.5% | $6,925-71.4% |