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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 | $50,755 | $51,202-0.9% | $70,548-28.1% | $75,181-32.5% |
| Participation rate | 55.6% | 61.0%-5.4pp | 68.3%-12.8pp | 67.2%-11.6pp |
| Annual return | 14.73% | 30.05%-15.3pp | 32.78%-18.1pp | 160.69%-146.0pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $2,975-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $2,850-100.0% | $4,567-100.0% | $4,126-100.0% |
| Admin fee / account holder | $639 | $4,094-84.4% | $6,424-90.0% | $5,650-88.7% |