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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 | $28,123 | $152,612-81.6% | $125,192-77.5% | $152,897-81.6% |
| Participation rate | 36.4% | 83.3%-47.0pp | 79.8%-43.4pp | 82.5%-46.1pp |
| Annual return | 17.12% | 54.85%-37.7pp | 43.79%-26.7pp | 345.43%-328.3pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,541 | $13,437-88.5% | $9,704-84.1% | $11,599-86.7% |