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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 | $53,063-24.8% | $124,206-67.9% | $82,637-51.7% |
| Participation rate | 33.8% | 58.4%-24.6pp | 69.6%-35.8pp | 68.1%-34.2pp |
| Annual return | 35.10% | 68.87%-33.8pp | 515.27%-480.2pp | 53.51%-18.4pp |
| Employer contribution / active EE | $0 | $1,530-100.0% | $3,540-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,968-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,504 | $4,281-64.9% | $5,929-74.6% | $7,339-79.5% |