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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 | $58,496 | $128,603-54.5% | $197,124-70.3% | $67,986-14.0% |
| Participation rate | 2.6% | 81.7%-79.1pp | 86.7%-84.1pp | 57.2%-54.6pp |
| Annual return | 17.00% | 23.77%-6.8pp | 44.34%-27.3pp | 31.67%-14.7pp |
| Employer contribution / active EE | $0 | $4,379-100.0% | $6,227-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $0 | $6,840-100.0% | $9,135-100.0% | $3,358-100.0% |
| Admin fee / account holder | $25,211 | $3,035+730.7% | $16,298+54.7% | $3,203+687.1% |