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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 | $28,244 | $110,303-74.4% | $95,759-70.5% | $139,487-79.8% |
| Participation rate | 58.8% | 75.7%-16.9pp | 72.3%-13.4pp | 80.3%-21.5pp |
| Annual return | 12.36% | 27.19%-14.8pp | 28.42%-16.1pp | 373.84%-361.5pp |
| Employer contribution / active EE | $0 | $3,261-100.0% | $2,836-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,244-100.0% | $6,713-100.0% |
| Admin fee / account holder | $586 | $6,615-91.1% | $5,678-89.7% | $11,407-94.9% |