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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 | $179,004 | $131,835+35.8% | $108,582+64.9% | $273,972-34.7% |
| Participation rate | 11.1% | 83.5%-72.3pp | 79.6%-68.5pp | 83.0%-71.9pp |
| Annual return | 15.17% | -91.57%+106.7pp | -51.70%+66.9pp | 41.46%-26.3pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $4,245 | $10,253-58.6% | $7,645-44.5% | $10,133-58.1% |