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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 | $115,734 | $93,346+24.0% | $71,796+61.2% | $273,972-57.8% |
| Participation rate | 52.6% | 76.5%-23.9pp | 69.1%-16.5pp | 83.0%-30.4pp |
| Annual return | 5.31% | 130.39%-125.1pp | 78.04%-72.7pp | 41.46%-36.1pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $5,270 | $6,571-19.8% | $4,815+9.4% | $10,133-48.0% |