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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 | $29,721 | $68,852-56.8% | $120,524-75.3% | $80,925-63.3% |
| Participation rate | 59.1% | 61.6%-2.5pp | 71.9%-12.8pp | 67.7%-8.6pp |
| Annual return | 20.17% | 23.67%-3.5pp | 107.36%-87.2pp | 35.65%-15.5pp |
| Employer contribution / active EE | $0 | $2,063-100.0% | $3,469-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,187-100.0% | $4,994-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,298 | $5,781-60.3% | $9,440-75.7% | $6,940-66.9% |