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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 | $40,279 | $138,312-70.9% | $122,979-67.2% | $155,188-74.0% |
| Participation rate | 64.7% | 80.2%-15.5pp | 77.2%-12.5pp | 80.8%-16.1pp |
| Annual return | 10.54% | 22.06%-11.5pp | 20.12%-9.6pp | 148.84%-138.3pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $5,592-100.0% | $5,003-100.0% | $6,531-100.0% |
| Admin fee / account holder | $3,527 | $15,089-76.6% | $12,864-72.6% | $14,480-75.6% |