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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 | $65,176 | $86,330-24.5% | $121,871-46.5% | $94,015-30.7% |
| Participation rate | 22.6% | 66.7%-44.1pp | 73.2%-50.6pp | 70.8%-48.2pp |
| Annual return | 11.35% | 14.95%-3.6pp | 13.57%-2.2pp | 17.84%-6.5pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $2,731-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $0 | $3,146-100.0% | $4,318-100.0% | $4,249-100.0% |
| Admin fee / account holder | $15,124 | $7,346+105.9% | $11,551+30.9% | $8,951+69.0% |