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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 | $73,501 | $99,994-26.5% | $146,647-49.9% | $85,851-14.4% |
| Participation rate | 64.0% | 73.1%-9.1pp | 80.1%-16.1pp | 69.3%-5.3pp |
| Annual return | 23.07% | 18.93%+4.1pp | 22.75%+0.3pp | 318.63%-295.6pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $729 | $7,703-90.5% | $10,281-92.9% | $6,261-88.4% |