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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 | $109,432 | $63,773+71.6% | $81,286+34.6% | $80,925+35.2% |
| Participation rate | 24.6% | 63.9%-39.4pp | 69.5%-45.0pp | 67.7%-43.1pp |
| Annual return | 18.27% | 16.37%+1.9pp | 24.80%-6.5pp | 35.65%-17.4pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,463-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,093-100.0% | $3,883-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,194 | $5,682-61.4% | $5,764-61.9% | $6,940-68.4% |