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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 | $46,963 | $37,446+25.4% | $77,552-39.4% | $79,856-41.2% |
| Participation rate | 8.2% | 41.5%-33.4pp | 54.2%-46.0pp | 69.6%-61.5pp |
| Annual return | 11.14% | 39.76%-28.6pp | 54.82%-43.7pp | 31.71%-20.6pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $1,261-100.0% | $1,861-100.0% | $3,741-100.0% |
| Admin fee / account holder | $14,044 | $2,506+460.4% | $2,859+391.2% | $5,306+164.7% |