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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 | $26,803 | $58,927-54.5% | $76,823-65.1% | $72,983-63.3% |
| Participation rate | 41.4% | 67.3%-26.0pp | 72.1%-30.7pp | 69.5%-28.1pp |
| Annual return | 17.84% | 2305.64%-2287.8pp | 1166.42%-1148.6pp | 81.01%-63.2pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $2,690-100.0% | $3,336-100.0% | $3,608-100.0% |
| Admin fee / account holder | $870 | $4,013-78.3% | $6,422-86.5% | $5,124-83.0% |