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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 | $60,000 | $93,346-35.7% | $71,796-16.4% | $273,972-78.1% |
| Participation rate | 31.6% | 76.5%-44.9pp | 69.1%-37.5pp | 83.0%-51.4pp |
| Annual return | 6.54% | 130.39%-123.9pp | 78.04%-71.5pp | 41.46%-34.9pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,463 | $6,571-77.7% | $4,815-69.6% | $10,133-85.6% |