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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 | $23,167 | $72,273-67.9% | $101,275-77.1% | $79,856-71.0% |
| Participation rate | 28.0% | 68.5%-40.5pp | 75.8%-47.8pp | 69.6%-41.6pp |
| Annual return | 49.34% | 22.30%+27.0pp | 46.48%+2.9pp | 31.71%+17.6pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,080 | $4,401-75.5% | $5,948-81.8% | $5,306-79.6% |