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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 | $49,808 | $53,774-7.4% | $134,162-62.9% | $79,856-37.6% |
| Participation rate | 59.3% | 58.8%+0.5pp | 72.2%-12.9pp | 69.6%-10.4pp |
| Annual return | 17.56% | 19.01%-1.5pp | 36.35%-18.8pp | 31.71%-14.2pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $2,420-100.0% | $3,500-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,106 | $3,985-72.2% | $6,685-83.4% | $5,306-79.1% |