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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 | $173,523 | $93,346+85.9% | $71,796+141.7% | $273,972-36.7% |
| Participation rate | 55.0% | 76.5%-21.5pp | 69.1%-14.1pp | 83.0%-28.0pp |
| Annual return | 5.64% | 130.39%-124.7pp | 78.04%-72.4pp | 41.46%-35.8pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $11,296 | $6,571+71.9% | $4,815+134.6% | $10,133+11.5% |