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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 | $21,641 | $63,346-65.8% | $92,240-76.5% | $70,126-69.1% |
| Participation rate | 35.1% | 68.7%-33.5pp | 76.5%-41.3pp | 69.5%-34.4pp |
| Annual return | 17.25% | 530.19%-512.9pp | 176.29%-159.0pp | 73.15%-55.9pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $10,925 | $3,841+184.5% | $5,194+110.3% | $4,645+135.2% |