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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 | $30,916 | $118,454-73.9% | $98,441-68.6% | $139,427-77.8% |
| Participation rate | 61.5% | 77.5%-15.9pp | 75.2%-13.6pp | 80.3%-18.8pp |
| Annual return | 15.72% | 18.94%-3.2pp | 21.16%-5.4pp | 373.27%-357.5pp |
| Employer contribution / active EE | $0 | $3,610-100.0% | $3,048-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $0 | $5,392-100.0% | $4,738-100.0% | $6,711-100.0% |
| Admin fee / account holder | $692 | $14,053-95.1% | $8,960-92.3% | $11,404-93.9% |