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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 | $25,777 | $71,480-63.9% | $90,782-71.6% | $64,173-59.8% |
| Participation rate | 10.4% | 77.6%-67.1pp | 82.7%-72.2pp | 69.6%-59.2pp |
| Annual return | 5.88% | -4.25%+10.1pp | -3.42%+9.3pp | 7.63%-1.8pp |
| Employer contribution / active EE | $0 | $3,415-100.0% | $4,105-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $4,302-100.0% | $5,366-100.0% | $3,470-100.0% |
| Admin fee / account holder | $333 | $6,309-94.7% | $5,908-94.4% | $4,887-93.2% |