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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 | $18,257 | $45,082-59.5% | $69,464-73.7% | $72,975-75.0% |
| Participation rate | 37.9% | 68.5%-30.6pp | 74.6%-36.7pp | 69.5%-31.6pp |
| Annual return | 17.94% | 22.66%-4.7pp | 28.98%-11.0pp | 81.01%-63.1pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $2,604-100.0% | $3,536-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,603 | $3,057-47.6% | $3,840-58.3% | $5,124-68.7% |