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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 | $63,766 | $182,442-65.0% | $163,379-61.0% | $138,895-54.1% |
| Participation rate | 7.1% | 79.8%-72.6pp | 76.8%-69.7pp | 79.9%-72.8pp |
| Annual return | 12.11% | 72.74%-60.6pp | 63.41%-51.3pp | 145.39%-133.3pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $6,817-100.0% | $6,282-100.0% | $6,396-100.0% |
| Admin fee / account holder | $46,933 | $10,396+351.5% | $9,818+378.0% | $12,562+273.6% |