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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 | $81,189 | $115,814-29.9% | $101,275-19.8% | $158,982-48.9% |
| Participation rate | 30.8% | 79.4%-48.6pp | 75.8%-45.0pp | 82.0%-51.2pp |
| Annual return | 8.80% | 56.16%-47.4pp | 46.48%-37.7pp | 302.99%-294.2pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,074 | $7,249-85.2% | $5,948-82.0% | $11,252-90.5% |