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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 | $72,607-36.4% | $90,259-48.9% | $87,485-47.3% |
| Participation rate | 5.3% | 64.8%-59.5pp | 70.7%-65.5pp | 68.9%-63.7pp |
| Annual return | 16.24% | 18.59%-2.4pp | 18.88%-2.6pp | 26.06%-9.8pp |
| Employer contribution / active EE | $0 | $1,919-100.0% | $2,291-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $3,055-100.0% | $3,827-100.0% | $4,274-100.0% |
| Admin fee / account holder | $3,284 | $5,947-44.8% | $7,267-54.8% | $7,775-57.8% |