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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 | $19,872 | $55,453-64.2% | $170,435-88.3% | $62,293-68.1% |
| Participation rate | 53.3% | 66.4%-13.1pp | 83.6%-30.3pp | 69.5%-16.2pp |
| Annual return | 16.65% | 21.38%-4.7pp | 205.94%-189.3pp | 28.90%-12.2pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $2,069 | $455+354.6% | $13,881-85.1% | $479+331.6% |