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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 | $161,186 | $215,361-25.2% | $171,082-5.8% | $273,972-41.2% |
| Participation rate | 23.1% | 82.0%-58.9pp | 76.7%-53.6pp | 83.0%-59.9pp |
| Annual return | 3.87% | 25.14%-21.3pp | 32.56%-28.7pp | 41.46%-37.6pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $36,681 | $10,846+238.2% | $8,520+330.5% | $10,133+262.0% |