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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 | $86,916 | $87,037-0.1% | $106,201-18.2% | $80,874+7.5% |
| Participation rate | 64.5% | 70.4%-5.9pp | 75.3%-10.8pp | 67.6%-3.1pp |
| Annual return | 13.75% | 17.05%-3.3pp | 116.26%-102.5pp | 35.62%-21.9pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,170-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,012-100.0% | $4,297-100.0% |
| Admin fee / account holder | $8,104 | $8,434-3.9% | $11,039-26.6% | $6,935+16.8% |