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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 | $171,946 | $49,280+248.9% | $67,313+155.4% | $64,181+167.9% |
| Participation rate | 47.1% | 60.8%-13.7pp | 69.1%-22.0pp | 69.6%-22.5pp |
| Annual return | 20.80% | -1.39%+22.2pp | -4.08%+24.9pp | 7.63%+13.2pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $2,484-100.0% | $3,568-100.0% | $3,470-100.0% |
| Admin fee / account holder | $42,561 | $3,863+1001.9% | $4,507+844.4% | $4,887+770.9% |