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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 | $30,932 | $46,877-34.0% | $122,354-74.7% | $70,126-55.9% |
| Participation rate | 62.5% | 58.2%+4.3pp | 71.6%-9.1pp | 69.5%-7.0pp |
| Annual return | 16.11% | 24.22%-8.1pp | 30.28%-14.2pp | 73.15%-57.0pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,167-100.0% | $3,287-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,894 | $3,324-43.0% | $5,479-65.4% | $4,645-59.2% |