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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 | $120,711 | $86,940+38.8% | $102,434+17.8% | $80,935+49.1% |
| Participation rate | 56.3% | 72.4%-16.1pp | 76.5%-20.3pp | 67.7%-11.4pp |
| Annual return | 18.99% | 18.89%+0.1pp | 29.46%-10.5pp | 35.66%-16.7pp |
| 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 | $52,009 | $8,047+546.3% | $9,462+449.7% | $6,924+651.1% |