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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 | $64,478 | $71,057-9.3% | $93,654-31.2% | $80,874-20.3% |
| Participation rate | 52.0% | 60.4%-8.4pp | 68.7%-16.7pp | 67.6%-15.6pp |
| Annual return | 14.53% | 11.26%+3.3pp | 133.34%-118.8pp | 35.62%-21.1pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,421-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $4,034-100.0% | $4,413-100.0% | $4,297-100.0% |
| Admin fee / account holder | $5,315 | $6,944-23.5% | $8,282-35.8% | $6,935-23.4% |