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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 | $17,580 | $114,130-84.6% | $96,192-81.7% | $167,553-89.5% |
| Participation rate | 55.6% | 75.1%-19.5pp | 68.4%-12.9pp | 82.1%-26.6pp |
| Annual return | 12.16% | 190.07%-177.9pp | 192.09%-179.9pp | 478.89%-466.7pp |
| Employer contribution / active EE | $0 | $3,431-100.0% | $2,799-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $5,198-100.0% | $4,351-100.0% | $6,343-100.0% |
| Admin fee / account holder | $5,477 | $6,901-20.6% | $5,539-1.1% | $12,316-55.5% |