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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 | $30,060 | $43,338-30.6% | $59,887-49.8% | $64,173-53.2% |
| Participation rate | 32.3% | 69.2%-36.9pp | 74.7%-42.4pp | 69.6%-37.3pp |
| Annual return | 4.74% | -1.55%+6.3pp | 3.46%+1.3pp | 7.63%-2.9pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $2,547-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $984 | $3,007-67.3% | $3,591-72.6% | $4,887-79.9% |