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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 | $109,341 | $184,014-40.6% | $161,149-32.1% | $138,895-21.3% |
| Participation rate | 23.5% | 82.1%-58.5pp | 78.8%-55.3pp | 79.9%-56.4pp |
| Annual return | 12.80% | 21.52%-8.7pp | 21.16%-8.4pp | 145.39%-132.6pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $6,909-100.0% | $6,153-100.0% | $6,396-100.0% |
| Admin fee / account holder | $8,759 | $18,027-51.4% | $15,194-42.4% | $12,562-30.3% |