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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 | $43,536 | $50,947-14.5% | $74,551-41.6% | $64,173-32.2% |
| Participation rate | 32.4% | 61.1%-28.7pp | 69.1%-36.8pp | 69.6%-37.2pp |
| Annual return | 3.24% | -1.85%+5.1pp | 32.53%-29.3pp | 7.63%-4.4pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $2,302-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $10,527 | $4,221+149.4% | $5,059+108.1% | $4,887+115.4% |