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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 | $60,909 | $93,617-34.9% | $135,982-55.2% | $75,177-19.0% |
| Participation rate | 33.3% | 75.2%-41.9pp | 81.9%-48.6pp | 67.2%-33.9pp |
| Annual return | 16.75% | 30.89%-14.1pp | 68.32%-51.6pp | 160.75%-144.0pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,378 | $6,980-37.3% | $10,767-59.3% | $5,651-22.5% |