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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 | $73,993 | $48,284+53.2% | $67,524+9.6% | $80,911-8.5% |
| Participation rate | 55.2% | 66.4%-11.2pp | 72.9%-17.7pp | 67.6%-12.4pp |
| Annual return | 13.46% | 18.27%-4.8pp | 3519.41%-3505.9pp | 35.63%-22.2pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,734-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,001-100.0% | $4,297-100.0% |
| Admin fee / account holder | $4,583 | $3,688+24.3% | $4,001+14.5% | $6,935-33.9% |