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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 | $69,273-33.4% | $90,796-49.2% | $82,637-44.2% |
| Participation rate | 5.3% | 64.0%-58.8pp | 69.5%-64.2pp | 68.1%-62.8pp |
| Annual return | 16.24% | 18.37%-2.1pp | 19.29%-3.1pp | 53.51%-37.3pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $2,294-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $3,047-100.0% | $3,822-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,284 | $5,511-40.4% | $7,024-53.2% | $7,339-55.2% |