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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 | $63,845-33.4% | $81,370-47.8% | $80,959-47.5% |
| Participation rate | 5.5% | 63.9%-58.4pp | 69.5%-64.1pp | 67.7%-62.2pp |
| Annual return | 17.43% | 16.37%+1.1pp | 24.85%-7.4pp | 35.67%-18.2pp |
| Employer contribution / active EE | $0 | $1,980-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,093-100.0% | $3,885-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,490 | $5,688-56.2% | $5,749-56.7% | $6,925-64.0% |