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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 | $28,508 | $78,670-63.8% | $109,173-73.9% | $85,847-66.8% |
| Participation rate | 47.6% | 68.3%-20.7pp | 75.9%-28.3pp | 69.3%-21.7pp |
| Annual return | 16.30% | 25.09%-8.8pp | 25.75%-9.5pp | 318.61%-302.3pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,244 | $5,469-40.7% | $6,755-52.0% | $6,261-48.2% |