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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 | $44,105 | $78,428-43.8% | $95,960-54.0% | $79,852-44.8% |
| Participation rate | 40.8% | 73.5%-32.7pp | 77.1%-36.3pp | 69.6%-28.8pp |
| Annual return | 11.76% | 19.37%-7.6pp | 91.63%-79.9pp | 31.72%-20.0pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,534 | $5,622-54.9% | $6,797-62.7% | $5,306-52.2% |