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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 | $77,698 | $117,895-34.1% | $102,460-24.2% | $145,897-46.7% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 8.71% | 31.92%-23.2pp | 29.47%-20.8pp | 552.29%-543.6pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,881 | $5,736-14.9% | $5,056-3.5% | $6,689-27.0% |
| Admin fee / account holder | $24,709 | $13,353+85.0% | $9,460+161.2% | $13,390+84.5% |