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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 | $59,402 | $66,764-11.0% | $88,497-32.9% | $62,881-5.5% |
| Participation rate | 41.5% | 77.3%-35.8pp | 82.4%-40.9pp | 69.3%-27.8pp |
| Annual return | 5.78% | 10.37%-4.6pp | 7.63%-1.9pp | 20.14%-14.4pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $4,036-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $3,976-100.0% | $4,899-100.0% | $3,203-100.0% |
| Admin fee / account holder | $9,364 | $4,668+100.6% | $6,220+50.5% | $4,296+118.0% |