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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 | $152,164 | $66,431+129.1% | $109,916+38.4% | $85,851+77.2% |
| Participation rate | 39.4% | 63.9%-24.5pp | 74.2%-34.8pp | 69.3%-29.9pp |
| Annual return | 16.97% | 19.59%-2.6pp | 29.46%-12.5pp | 318.63%-301.7pp |
| Employer contribution / active EE | $0 | $1,688-100.0% | $2,844-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $4,047-100.0% | $3,952-100.0% |
| Admin fee / account holder | $16,872 | $4,559+270.0% | $6,069+178.0% | $6,261+169.5% |