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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 | $38,902 | $76,551-49.2% | $123,894-68.6% | $62,881-38.1% |
| Participation rate | 4.1% | 73.0%-68.9pp | 81.4%-77.3pp | 69.3%-65.2pp |
| Annual return | 6.18% | 18.68%-12.5pp | 47.52%-41.3pp | 20.14%-14.0pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $6,804 | $4,826+41.0% | $8,357-18.6% | $4,296+58.4% |