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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 | $49,267 | $87,546-43.7% | $75,784-35.0% | $125,389-60.7% |
| Participation rate | 68.8% | 80.2%-11.4pp | 75.8%-7.1pp | 83.2%-14.4pp |
| Annual return | 0.40% | 13.49%-13.1pp | 9.68%-9.3pp | 282.24%-281.8pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $103,225 | $6,503+1487.4% | $5,300+1847.7% | $9,541+981.9% |