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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 | $27,663 | $97,732-71.7% | $83,831-67.0% | $135,380-79.6% |
| Participation rate | 17.4% | 80.0%-62.6pp | 76.1%-58.8pp | 82.6%-65.3pp |
| Annual return | 1.03% | 1287.56%-1286.5pp | 850.99%-850.0pp | 519.81%-518.8pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,825 | $6,675-57.7% | $5,479-48.4% | $10,828-73.9% |