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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 | $15,667 | $51,642-69.7% | $129,384-87.9% | $80,935-80.6% |
| Participation rate | 56.7% | 56.9%-0.3pp | 69.6%-13.0pp | 67.7%-11.0pp |
| Annual return | 12.03% | 20.78%-8.8pp | 9461.77%-9449.7pp | 35.66%-23.6pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,153-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,166-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,331 | $4,312-69.1% | $7,686-82.7% | $6,924-80.8% |