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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 | $44,909 | $84,236-46.7% | $170,435-73.7% | $70,126-36.0% |
| Participation rate | 55.2% | 70.8%-15.7pp | 83.6%-28.4pp | 69.5%-14.4pp |
| Annual return | 18.61% | 23.06%-4.5pp | 205.94%-187.3pp | 73.15%-54.5pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $11,041 | $5,698+93.8% | $13,881-20.5% | $4,645+137.7% |