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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 | $15,395 | $122,962-87.5% | $71,585-78.5% | $138,895-88.9% |
| Participation rate | 66.7% | 68.9%-2.2pp | 68.2%-1.5pp | 79.9%-13.3pp |
| Annual return | 13.41% | 37.84%-24.4pp | 59.26%-45.8pp | 145.39%-132.0pp |
| Employer contribution / active EE | $0 | $2,620-100.0% | $1,669-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $4,311-100.0% | $2,923-100.0% | $6,396-100.0% |
| Admin fee / account holder | $698 | $6,488-89.2% | $4,712-85.2% | $12,562-94.4% |