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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 | $131,226 | $70,002+87.5% | $115,038+14.1% | $52,331+150.8% |
| Participation rate | 31.9% | 72.1%-40.2pp | 81.4%-49.4pp | 68.1%-36.2pp |
| Annual return | 20.27% | 4.04%+16.2pp | 26.14%-5.9pp | 4.54%+15.7pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $8,357 | $566+1376.5% | $8,175+2.2% | $592+1312.7% |