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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 | $10,757 | $42,383-74.6% | $76,518-85.9% | $64,173-83.2% |
| Participation rate | 21.4% | 58.1%-36.7pp | 68.0%-46.6pp | 69.6%-48.1pp |
| Annual return | 23.14% | -16.54%+39.7pp | -0.27%+23.4pp | 7.63%+15.5pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $2,566-100.0% | $3,836-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,833 | $3,198+19.9% | $4,849-20.9% | $4,887-21.6% |