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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 | $24,141 | $81,358-70.3% | $155,556-84.5% | $80,959-70.2% |
| Participation rate | 20.0% | 66.3%-46.3pp | 78.2%-58.2pp | 67.7%-47.7pp |
| Annual return | 11.05% | 33.39%-22.3pp | 64.84%-53.8pp | 35.67%-24.6pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,455-100.0% | $5,631-100.0% | $4,300-100.0% |
| Admin fee / account holder | $6,386 | $7,994-20.1% | $15,885-59.8% | $6,925-7.8% |