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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 | $65,216 | $118,496-45.0% | $98,461-33.8% | $139,466-53.2% |
| Participation rate | 29.4% | 77.5%-48.1pp | 75.2%-45.8pp | 80.3%-50.9pp |
| Annual return | 11.44% | 18.96%-7.5pp | 21.17%-9.7pp | 373.66%-362.2pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $5,393-100.0% | $4,738-100.0% | $6,712-100.0% |
| Admin fee / account holder | $14,418 | $14,056+2.6% | $8,961+60.9% | $11,409+26.4% |