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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 | $151,427-89.8% | $112,860-86.4% | $154,746-90.1% |
| Participation rate | 66.7% | 69.1%-2.5pp | 66.3%+0.3pp | 80.7%-14.0pp |
| Annual return | 13.41% | 30.95%-17.5pp | 35.26%-21.8pp | 172.34%-158.9pp |
| Employer contribution / active EE | $0 | $2,750-100.0% | $2,206-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $4,285-100.0% | $3,493-100.0% | $6,730-100.0% |
| Admin fee / account holder | $698 | $7,369-90.5% | $6,841-89.8% | $14,365-95.1% |