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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 | $23,646 | $96,123-75.4% | $77,361-69.4% | $198,609-88.1% |
| Participation rate | 63.2% | 81.1%-18.0pp | 75.0%-11.8pp | 82.4%-19.2pp |
| Annual return | 4.49% | 2054.81%-2050.3pp | 1011.54%-1007.1pp | 202.70%-198.2pp |
| Employer contribution / active EE | $0 | $3,791-100.0% | $2,990-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $4,975-100.0% | $3,911-100.0% | $6,977-100.0% |
| Admin fee / account holder | $930 | $9,471-90.2% | $5,894-84.2% | $19,030-95.1% |