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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 | $7,484 | $116,167-93.6% | $64,489-88.4% | $137,256-94.5% |
| Participation rate | 25.0% | 68.2%-43.2pp | 67.7%-42.7pp | 80.0%-55.0pp |
| Annual return | 8.03% | 36.55%-28.5pp | 55.03%-47.0pp | 220.34%-212.3pp |
| Employer contribution / active EE | $0 | $2,483-100.0% | $1,523-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $4,215-100.0% | $2,778-100.0% | $6,407-100.0% |
| Admin fee / account holder | $745 | $6,188-88.0% | $4,260-82.5% | $12,270-93.9% |