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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 | $161,199 | $110,083+46.4% | $151,628+6.3% | $68,495+135.3% |
| Participation rate | 29.4% | 84.0%-54.5pp | 87.5%-58.1pp | 67.9%-38.5pp |
| Annual return | 47.57% | -10.12%+57.7pp | 3.34%+44.2pp | -7.84%+55.4pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,060 | $7,718-73.3% | $11,613-82.3% | $5,403-61.9% |