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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 | $93,789 | $108,285-13.4% | $77,552+20.9% | $158,982-41.0% |
| Participation rate | 57.1% | 64.4%-7.3pp | 54.2%+3.0pp | 82.0%-24.8pp |
| Annual return | 11.64% | 31.69%-20.0pp | 54.82%-43.2pp | 302.99%-291.3pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $15,929 | $2,455+548.7% | $1,861+756.0% | $5,983+166.2% |
| Admin fee / account holder | $19,928 | $3,709+437.3% | $2,859+597.0% | $11,252+77.1% |