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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 | $123,572 | $81,504+51.6% | $102,437+20.6% | $80,959+52.6% |
| Participation rate | 8.3% | 66.9%-58.5pp | 74.5%-66.2pp | 67.7%-59.3pp |
| Annual return | 16.19% | 25.60%-9.4pp | 24.95%-8.8pp | 35.67%-19.5pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,541 | $6,719-77.1% | $8,388-81.6% | $6,925-77.8% |