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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 | $73,438 | $48,364+51.8% | $71,796+2.3% | $62,881+16.8% |
| Participation rate | 54.1% | 60.6%-6.6pp | 69.1%-15.1pp | 69.3%-15.3pp |
| Annual return | 8.11% | 13.16%-5.1pp | 78.04%-69.9pp | 20.14%-12.0pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,121 | $3,771-17.3% | $4,815-35.2% | $4,296-27.4% |