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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 | $13,823 | $95,415-85.5% | $185,851-92.6% | $85,851-83.9% |
| Participation rate | 68.1% | 68.8%-0.7pp | 81.7%-13.7pp | 69.3%-1.3pp |
| Annual return | 27.90% | 23.59%+4.3pp | 122.11%-94.2pp | 318.63%-290.7pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $3,424-100.0% | $5,569-100.0% | $3,952-100.0% |
| Admin fee / account holder | $846 | $7,215-88.3% | $16,245-94.8% | $6,261-86.5% |