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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 | $37,721 | $112,121-66.4% | $95,960-60.7% | $158,966-76.3% |
| Participation rate | 21.7% | 79.0%-57.2pp | 77.1%-55.3pp | 82.0%-60.2pp |
| Annual return | 14.78% | 171.16%-156.4pp | 91.63%-76.9pp | 302.95%-288.2pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $18,097 | $10,135+78.6% | $6,797+166.3% | $11,250+60.9% |