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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 | $62,526 | $107,806-42.0% | $90,655-31.0% | $135,382-53.8% |
| Participation rate | 66.7% | 78.0%-11.4pp | 74.0%-7.4pp | 82.6%-16.0pp |
| Annual return | -1.99% | -0.90%-1.1pp | 1.89%-3.9pp | 519.77%-521.8pp |
| Employer contribution / active EE | $1,855 | $3,018-38.5% | $2,532-26.7% | $4,779-61.2% |
| Participant deferral / active EE | $3,650 | $3,872-5.7% | $3,425+6.6% | $5,609-34.9% |
| Admin fee / account holder | $11,202 | $5,931+88.9% | $4,994+124.3% | $10,829+3.5% |