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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 | $160,869 | $185,141-13.1% | $153,416+4.9% | $155,188+3.7% |
| Participation rate | 33.3% | 79.9%-46.6pp | 74.3%-41.0pp | 80.8%-47.5pp |
| Annual return | 6.61% | 18.72%-12.1pp | 17.84%-11.2pp | 148.84%-142.2pp |
| Employer contribution / active EE | $0 | $4,489-100.0% | $3,764-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $5,477-100.0% | $4,723-100.0% | $6,531-100.0% |
| Admin fee / account holder | $7,253 | $16,005-54.7% | $13,095-44.6% | $14,480-49.9% |