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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 | $16,178 | $84,236-80.8% | $170,435-90.5% | $70,126-76.9% |
| Participation rate | 33.8% | 70.8%-37.0pp | 83.6%-49.8pp | 69.5%-35.7pp |
| Annual return | 13.83% | 23.06%-9.2pp | 205.94%-192.1pp | 73.15%-59.3pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $694 | $5,698-87.8% | $13,881-95.0% | $4,645-85.1% |