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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 | $91,895 | $167,533-45.1% | $151,645-39.4% | $134,545-31.7% |
| Participation rate | 52.6% | 88.4%-35.7pp | 87.5%-34.9pp | 81.2%-28.6pp |
| Annual return | 8.30% | 7.81%+0.5pp | 3.34%+5.0pp | 418.37%-410.1pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $18,079 | $13,781+31.2% | $11,614+55.7% | $11,431+58.2% |