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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 | $38,594 | $69,590-44.5% | $136,867-71.8% | $94,015-58.9% |
| Participation rate | 60.6% | 66.3%-5.7pp | 74.5%-13.9pp | 70.8%-10.2pp |
| Annual return | 14.60% | 19.62%-5.0pp | 42.97%-28.4pp | 17.84%-3.2pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,547-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $0 | $3,437-100.0% | $4,924-100.0% | $4,249-100.0% |
| Admin fee / account holder | $9,347 | $8,912+4.9% | $10,340-9.6% | $8,951+4.4% |