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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 | $58,421 | $58,523-0.2% | $99,470-41.3% | $72,983-20.0% |
| Participation rate | 3.1% | 64.6%-61.5pp | 73.8%-70.7pp | 69.5%-66.4pp |
| Annual return | 20.86% | 28.51%-7.7pp | 30.72%-9.9pp | 81.01%-60.2pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $2,540-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $2,606-100.0% | $3,619-100.0% | $3,608-100.0% |
| Admin fee / account holder | $24,774 | $4,102+504.0% | $6,252+296.2% | $5,124+383.5% |