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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 | $17,542 | $58,523-70.0% | $99,475-82.4% | $72,975-76.0% |
| Participation rate | 30.6% | 64.6%-34.0pp | 73.8%-43.2pp | 69.5%-38.9pp |
| Annual return | 23.04% | 28.51%-5.5pp | 30.72%-7.7pp | 81.01%-58.0pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $2,540-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $2,606-100.0% | $3,619-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,225 | $4,102-70.1% | $6,252-80.4% | $5,124-76.1% |