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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 | $94,436+9.4% | $115,599-10.6% | $82,637+25.0% |
| Participation rate | 3.6% | 70.4%-66.9pp | 74.3%-70.7pp | 68.1%-64.5pp |
| Annual return | 21.71% | 18.37%+3.3pp | 111.10%-89.4pp | 53.51%-31.8pp |
| Employer contribution / active EE | $0 | $2,324-100.0% | $2,955-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $3,955-100.0% | $4,889-100.0% | $4,126-100.0% |
| Admin fee / account holder | $24,913 | $10,328+141.2% | $12,841+94.0% | $7,339+239.5% |