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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 | $65,961-39.5% | $180,320-77.9% | $94,015-57.6% |
| Participation rate | 33.8% | 61.3%-27.4pp | 71.5%-37.7pp | 70.8%-37.0pp |
| Annual return | 35.10% | 14.27%+20.8pp | 778.54%-743.4pp | 17.84%+17.3pp |
| Employer contribution / active EE | $0 | $1,737-100.0% | $4,108-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $0 | $3,003-100.0% | $4,304-100.0% | $4,249-100.0% |
| Admin fee / account holder | $1,504 | $4,901-69.3% | $10,000-85.0% | $8,951-83.2% |