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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 | $26,050 | $41,377-37.0% | $109,313-76.2% | $62,881-58.6% |
| Participation rate | 45.0% | 57.5%-12.5pp | 71.3%-26.3pp | 69.3%-24.3pp |
| Annual return | 7.14% | 11.05%-3.9pp | 22.07%-14.9pp | 20.14%-13.0pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,045-100.0% | $3,166-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,394 | $2,884+52.3% | $5,666-22.5% | $4,296+2.3% |