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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 | $16,461 | $63,949-74.3% | $129,031-87.2% | $94,015-82.5% |
| Participation rate | 46.6% | 63.4%-16.9pp | 73.4%-26.8pp | 70.8%-24.3pp |
| Annual return | 20.43% | 17.56%+2.9pp | 34.67%-14.2pp | 17.84%+2.6pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $3,226-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $0 | $3,686-100.0% | $5,217-100.0% | $4,249-100.0% |
| Admin fee / account holder | $1,373 | $5,523-75.1% | $13,208-89.6% | $8,951-84.7% |