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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 | $69,915 | $81,870-14.6% | $119,634-41.6% | $68,490+2.1% |
| Participation rate | 62.8% | 71.9%-9.1pp | 79.3%-16.5pp | 67.9%-5.1pp |
| Annual return | 3.31% | -23.82%+27.1pp | -14.98%+18.3pp | -7.85%+11.2pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,652 | $6,583-29.3% | $10,329-55.0% | $5,403-13.9% |