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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 | $24,191 | $73,787-67.2% | $98,716-75.5% | $82,448-70.7% |
| Participation rate | 0.0% | 61.4%-61.4pp | 69.3%-69.3pp | 68.1%-68.1pp |
| Annual return | 15.47% | 18.57%-3.1pp | 31.81%-16.3pp | 41.64%-26.2pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $3,081-100.0% | $4,048-100.0% | $4,139-100.0% |
| Admin fee / account holder | $6,136 | $6,500-5.6% | $8,703-29.5% | $7,234-15.2% |