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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 | $193,306 | $72,114+168.1% | $108,745+77.8% | $62,881+207.4% |
| Participation rate | 66.7% | 74.6%-7.9pp | 77.7%-11.0pp | 69.3%-2.6pp |
| Annual return | 15.52% | 13.41%+2.1pp | 46.22%-30.7pp | 20.14%-4.6pp |
| Employer contribution / active EE | $0 | $2,694-100.0% | $3,323-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $4,044-100.0% | $5,121-100.0% | $3,203-100.0% |
| Admin fee / account holder | $6,649 | $4,608+44.3% | $6,144+8.2% | $4,296+54.8% |