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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 | $33,569 | $110,307-69.6% | $96,576-65.2% | $139,456-75.9% |
| Participation rate | 31.6% | 78.1%-46.5pp | 76.0%-44.4pp | 80.3%-48.7pp |
| Annual return | 9.96% | 26.40%-16.4pp | 25.87%-15.9pp | 373.45%-363.5pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $2,965-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $0 | $5,547-100.0% | $4,851-100.0% | $6,711-100.0% |
| Admin fee / account holder | $1,481 | $11,597-87.2% | $8,253-82.0% | $11,407-87.0% |