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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 | $39,899 | $52,353-23.8% | $120,225-66.8% | $82,448-51.6% |
| Participation rate | 33.8% | 58.3%-24.5pp | 69.6%-35.8pp | 68.1%-34.2pp |
| Annual return | 35.10% | 61.85%-26.7pp | 439.23%-404.1pp | 41.64%-6.5pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $2,627-100.0% | $3,999-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,504 | $4,363-65.5% | $5,696-73.6% | $7,234-79.2% |