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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 | $15,379 | $57,073-73.1% | $85,126-81.9% | $80,925-81.0% |
| Participation rate | 44.1% | 56.4%-12.3pp | 67.5%-23.5pp | 67.7%-23.6pp |
| Annual return | 29.66% | 21.69%+8.0pp | 66.63%-37.0pp | 35.65%-6.0pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,113-100.0% | $4,523-100.0% | $4,299-100.0% |
| Admin fee / account holder | $461 | $4,988-90.7% | $6,160-92.5% | $6,940-93.4% |