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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 | $94,031-31.6% | $115,768-44.4% | $82,448-22.0% |
| Participation rate | 49.2% | 70.4%-21.2pp | 74.4%-25.2pp | 68.1%-18.8pp |
| Annual return | 14.54% | 20.61%-6.1pp | 100.46%-85.9pp | 41.64%-27.1pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,917-100.0% | $4,139-100.0% |
| Admin fee / account holder | $5,996 | $10,249-41.5% | $12,439-51.8% | $7,234-17.1% |