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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 | $45,516 | $58,512-22.2% | $84,020-45.8% | $72,983-37.6% |
| Participation rate | 51.3% | 61.2%-9.9pp | 69.0%-17.7pp | 69.5%-18.2pp |
| Annual return | 19.77% | 28.93%-9.2pp | 71.31%-51.5pp | 81.01%-61.2pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,947 | $4,569-35.5% | $6,101-51.7% | $5,124-42.5% |