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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 | $64,666 | $58,099+11.3% | $76,902-15.9% | $75,177-14.0% |
| Participation rate | 26.5% | 63.9%-37.4pp | 69.6%-43.1pp | 67.2%-40.7pp |
| Annual return | 14.48% | 26.71%-12.2pp | 37.91%-23.4pp | 160.75%-146.3pp |
| Employer contribution / active EE | $0 | $1,996-100.0% | $2,534-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $2,999-100.0% | $3,833-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,196 | $4,778-33.1% | $5,479-41.7% | $5,651-43.4% |