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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 | $18,586 | $35,183-47.2% | $73,550-74.7% | $70,126-73.5% |
| Participation rate | 69.2% | 42.9%+26.3pp | 54.9%+14.3pp | 69.5%-0.3pp |
| Annual return | 31.69% | 26.90%+4.8pp | -15.16%+46.9pp | 73.15%-41.5pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $1,220-100.0% | $1,804-100.0% | $3,332-100.0% |
| Admin fee / account holder | $483 | $2,302-79.0% | $2,320-79.2% | $4,645-89.6% |