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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 | $57,119-13.9% | $85,187-42.3% | $80,935-39.3% |
| Participation rate | 6.1% | 56.4%-50.3pp | 67.5%-61.5pp | 67.7%-61.6pp |
| Annual return | 13.80% | 21.70%-7.9pp | 66.67%-52.9pp | 35.66%-21.9pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,115-100.0% | $4,525-100.0% | $4,299-100.0% |
| Admin fee / account holder | $20,179 | $4,990+304.4% | $6,162+227.5% | $6,924+191.4% |