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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 | $20,444 | $55,930-63.4% | $76,089-73.1% | $80,925-74.7% |
| Participation rate | 2.8% | 62.1%-59.3pp | 69.1%-66.3pp | 67.7%-64.9pp |
| Annual return | 12.03% | 20.58%-8.5pp | 360.94%-348.9pp | 35.65%-23.6pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,690-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,259-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,731 | $5,241-47.9% | $6,418-57.4% | $6,940-60.6% |