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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 | $38,186 | $37,446+2.0% | $77,552-50.8% | $79,856-52.2% |
| Participation rate | 52.3% | 41.5%+10.7pp | 54.2%-1.9pp | 69.6%-17.4pp |
| Annual return | 10.49% | 39.76%-29.3pp | 54.82%-44.3pp | 31.71%-21.2pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $1,261-100.0% | $1,861-100.0% | $3,741-100.0% |
| Admin fee / account holder | $502 | $2,506-80.0% | $2,859-82.5% | $5,306-90.5% |