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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 | $55,300 | $61,605-10.2% | $112,273-50.7% | $75,173-26.4% |
| Participation rate | 6.1% | 61.7%-55.6pp | 72.4%-66.4pp | 67.2%-61.1pp |
| Annual return | 18.00% | 28.47%-10.5pp | 30.23%-12.2pp | 160.72%-142.7pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $3,431-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,800-100.0% | $4,126-100.0% |
| Admin fee / account holder | $44,848 | $4,862+822.4% | $7,752+478.5% | $5,651+693.7% |