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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 | $144,344 | $112,729+28.0% | $98,716+46.2% | $137,256+5.2% |
| Participation rate | 46.2% | 74.2%-28.1pp | 69.3%-23.1pp | 80.0%-33.8pp |
| Annual return | 13.24% | 38.48%-25.2pp | 31.81%-18.6pp | 220.34%-207.1pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3,878 | $10,129-61.7% | $8,703-55.4% | $12,270-68.4% |