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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 | $46,143 | $86,330-46.6% | $121,871-62.1% | $94,015-50.9% |
| Participation rate | 5.3% | 66.7%-61.4pp | 73.2%-67.9pp | 70.8%-65.6pp |
| Annual return | 16.24% | 14.95%+1.3pp | 13.57%+2.7pp | 17.84%-1.6pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $2,731-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $0 | $3,146-100.0% | $4,318-100.0% | $4,249-100.0% |
| Admin fee / account holder | $3,284 | $7,346-55.3% | $11,551-71.6% | $8,951-63.3% |