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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 | $104,893 | $86,940+20.6% | $102,434+2.4% | $80,935+29.6% |
| Participation rate | 61.5% | 72.4%-10.8pp | 76.5%-15.0pp | 67.7%-6.1pp |
| Annual return | 30.46% | 18.89%+11.6pp | 29.46%+1.0pp | 35.66%-5.2pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $15,829 | $8,047+96.7% | $9,462+67.3% | $6,924+128.6% |