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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 | $108,361 | $115,225-6.0% | $100,712+7.6% | $138,895-22.0% |
| Participation rate | 12.5% | 74.3%-61.8pp | 69.3%-56.8pp | 79.9%-67.4pp |
| Annual return | 12.60% | 40.35%-27.8pp | 33.27%-20.7pp | 145.39%-132.8pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $4,699-100.0% | $4,085-100.0% | $6,396-100.0% |
| Admin fee / account holder | $129,028 | $10,844+1089.9% | $9,256+1294.0% | $12,562+927.1% |