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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 | $71,606 | $53,596+33.6% | $90,657-21.0% | $64,173+11.6% |
| Participation rate | 38.2% | 64.5%-26.3pp | 74.0%-35.8pp | 69.6%-31.3pp |
| Annual return | 2.56% | 4.41%-1.9pp | 1.89%+0.7pp | 7.63%-5.1pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,532-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $2,459-100.0% | $3,424-100.0% | $3,470-100.0% |
| Admin fee / account holder | $6,420 | $3,868+66.0% | $4,994+28.5% | $4,887+31.4% |