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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 | $103,289 | $97,648+5.8% | $121,663-15.1% | $87,485+18.1% |
| Participation rate | 3.6% | 70.5%-66.9pp | 74.5%-70.9pp | 68.9%-65.4pp |
| Annual return | 21.71% | 18.03%+3.7pp | 147.54%-125.8pp | 26.06%-4.4pp |
| Employer contribution / active EE | $0 | $2,300-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $3,923-100.0% | $4,887-100.0% | $4,274-100.0% |
| Admin fee / account holder | $24,913 | $11,100+124.4% | $14,289+74.4% | $7,775+220.4% |