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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 | $36,564 | $61,660-40.7% | $80,022-54.3% | $64,173-43.0% |
| Participation rate | 58.1% | 71.7%-13.6pp | 75.8%-17.8pp | 69.6%-11.5pp |
| Annual return | 6.30% | -0.33%+6.6pp | 11.22%-4.9pp | 7.63%-1.3pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $2,968-100.0% | $3,686-100.0% | $3,470-100.0% |
| Admin fee / account holder | $6,313 | $5,417+16.5% | $6,521-3.2% | $4,887+29.2% |