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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.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $40,761 | $67,396-39.5% | $60,919-33.1% | $134,545-69.7% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.1%-73.1pp | 81.2%-81.2pp |
| Annual return | 2.05% | 50.12%-48.1pp | 16.96%-14.9pp | 418.37%-416.3pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $2,704-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $4,534-100.0% | $3,814-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,067 | $4,590-76.8% | $3,228-66.9% | $11,431-90.7% |