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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 | $48,913 | $67,411-27.4% | $91,004-46.3% | $70,126-30.3% |
| Participation rate | 65.6% | 71.4%-5.7pp | 75.6%-10.0pp | 69.5%-3.9pp |
| Annual return | 12.75% | -40.16%+52.9pp | 4.60%+8.2pp | 73.15%-60.4pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,433 | $4,236+4.6% | $5,417-18.2% | $4,645-4.6% |