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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 | $64,344 | $94,436-31.9% | $115,599-44.3% | $82,637-22.1% |
| Participation rate | 49.2% | 70.4%-21.2pp | 74.3%-25.0pp | 68.1%-18.8pp |
| Annual return | 14.54% | 18.37%-3.8pp | 111.10%-96.6pp | 53.51%-39.0pp |
| Employer contribution / active EE | $0 | $2,324-100.0% | $2,955-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $3,955-100.0% | $4,889-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,996 | $10,328-41.9% | $12,841-53.3% | $7,339-18.3% |