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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 | $28,293 | $58,493-51.6% | $84,023-66.3% | $72,976-61.2% |
| Participation rate | 67.8% | 61.2%+6.6pp | 69.0%-1.2pp | 69.5%-1.7pp |
| Annual return | 69.60% | 28.93%+40.7pp | 71.32%-1.7pp | 81.02%-11.4pp |
| 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 | $1,117 | $4,569-75.6% | $6,102-81.7% | $5,124-78.2% |