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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 | $56,608 | $49,177+15.1% | $79,466-28.8% | $64,173-11.8% |
| Participation rate | 69.4% | 65.0%+4.4pp | 73.3%-3.9pp | 69.6%-0.1pp |
| Annual return | 9.83% | -1.16%+11.0pp | 718.28%-708.5pp | 7.63%+2.2pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,868 | $3,839-51.3% | $5,104-63.4% | $4,887-61.8% |