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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 | $64,349 | $83,485-22.9% | $125,180-48.6% | $72,983-11.8% |
| Participation rate | 54.5% | 73.3%-18.8pp | 79.8%-25.2pp | 69.5%-14.9pp |
| Annual return | 22.50% | 25.78%-3.3pp | 43.79%-21.3pp | 81.01%-58.5pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $6,483 | $5,518+17.5% | $9,703-33.2% | $5,124+26.5% |