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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 | $32,157 | $79,557-59.6% | $118,746-72.9% | $70,126-54.1% |
| Participation rate | 66.7% | 71.4%-4.7pp | 78.3%-11.6pp | 69.5%-2.9pp |
| Annual return | 12.71% | 25.64%-12.9pp | 24.54%-11.8pp | 73.15%-60.4pp |
| Employer contribution / active EE | $0 | $2,861-100.0% | $4,193-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $4,089-100.0% | $5,332-100.0% | $3,332-100.0% |
| Admin fee / account holder | $17,162 | $5,374+219.3% | $10,720+60.1% | $4,645+269.4% |