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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 | $31,089 | $93,598-66.8% | $135,974-77.1% | $75,173-58.6% |
| Participation rate | 7.5% | 75.2%-67.6pp | 81.9%-74.4pp | 67.2%-59.7pp |
| Annual return | 18.21% | 30.89%-12.7pp | 68.30%-50.1pp | 160.72%-142.5pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,682 | $6,978-75.9% | $10,767-84.4% | $5,651-70.2% |