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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 | $59,643 | $53,127+12.3% | $86,597-31.1% | $70,131-15.0% |
| Participation rate | 8.8% | 65.3%-56.5pp | 73.5%-64.7pp | 69.5%-60.7pp |
| Annual return | 14.71% | 27.66%-13.0pp | 964.96%-950.2pp | 73.14%-58.4pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,840-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $20,959 | $3,585+484.5% | $4,906+327.2% | $4,645+351.2% |