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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 | $46,899 | $154,193-69.6% | $130,045-63.9% | $139,466-66.4% |
| Participation rate | 18.8% | 82.0%-63.2pp | 78.5%-59.8pp | 80.3%-61.6pp |
| Annual return | 12.09% | 32.51%-20.4pp | -137.30%+149.4pp | 373.66%-361.6pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,820-100.0% | $6,712-100.0% |
| Admin fee / account holder | $7,662 | $13,989-45.2% | $10,600-27.7% | $11,409-32.8% |