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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 | $81,383 | $63,082+29.0% | $81,716-0.4% | $79,852+1.9% |
| Participation rate | 39.3% | 67.5%-28.2pp | 72.0%-32.7pp | 69.6%-30.4pp |
| Annual return | 11.71% | 22.66%-10.9pp | 29.49%-17.8pp | 31.72%-20.0pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $2,780-100.0% | $7,108-100.0% | $3,740-100.0% |
| Admin fee / account holder | $9,096 | $4,428+105.4% | $5,159+76.3% | $5,306+71.4% |