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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 | $49,159 | $57,061-13.8% | $85,063-42.2% | $80,911-39.2% |
| Participation rate | 6.1% | 56.3%-50.3pp | 67.5%-61.4pp | 67.6%-61.6pp |
| Annual return | 13.80% | 21.66%-7.9pp | 66.54%-52.7pp | 35.63%-21.8pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,727-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,110-100.0% | $4,523-100.0% | $4,297-100.0% |
| Admin fee / account holder | $20,179 | $4,986+304.7% | $6,155+227.8% | $6,935+191.0% |