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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 | $44,626 | $70,430-36.6% | $96,572-53.8% | $85,851-48.0% |
| Participation rate | 63.0% | 61.8%+1.2pp | 69.8%-6.8pp | 69.3%-6.3pp |
| Annual return | 20.73% | 18.58%+2.2pp | 37.79%-17.1pp | 318.63%-297.9pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,850-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,115 | $4,996-77.7% | $6,183-82.0% | $6,261-82.2% |