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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 | $36,251 | $94,529-61.7% | $140,019-74.1% | $64,173-43.5% |
| Participation rate | 67.3% | 84.1%-16.7pp | 87.5%-20.2pp | 69.6%-2.2pp |
| Annual return | 8.87% | 7.77%+1.1pp | 651.17%-642.3pp | 7.63%+1.2pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,023 | $6,741-84.8% | $10,705-90.4% | $4,887-79.1% |