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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 | $43,689 | $47,848-8.7% | $81,473-46.4% | $70,126-37.7% |
| Participation rate | 40.0% | 58.3%-18.3pp | 68.0%-28.0pp | 69.5%-29.5pp |
| Annual return | 19.07% | 27.25%-8.2pp | 38.78%-19.7pp | 73.15%-54.1pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,537-100.0% | $3,332-100.0% |
| Admin fee / account holder | $550 | $3,145-82.5% | $4,561-87.9% | $4,645-88.2% |