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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 | $163,912 | $117,904+39.0% | $102,457+60.0% | $145,978+12.3% |
| Participation rate | 35.7% | 78.6%-42.9pp | 76.5%-40.8pp | 80.3%-44.6pp |
| Annual return | 16.25% | 31.80%-15.5pp | 29.41%-13.2pp | 550.52%-534.3pp |
| Employer contribution / active EE | $0 | $3,613-100.0% | $3,022-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,054-100.0% | $6,690-100.0% |
| Admin fee / account holder | $4,812 | $13,329-63.9% | $9,451-49.1% | $13,400-64.1% |