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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 | $42,496 | $63,773-33.4% | $81,286-47.7% | $80,925-47.5% |
| Participation rate | 5.5% | 63.9%-58.5pp | 69.5%-64.1pp | 67.7%-62.2pp |
| Annual return | 17.43% | 16.37%+1.1pp | 24.80%-7.4pp | 35.65%-18.2pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,463-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,093-100.0% | $3,883-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,490 | $5,682-56.2% | $5,764-56.8% | $6,940-64.1% |