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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 | $63,845+71.4% | $81,370+34.5% | $80,959+35.2% |
| Participation rate | 24.6% | 63.9%-39.3pp | 69.5%-45.0pp | 67.7%-43.1pp |
| Annual return | 18.27% | 16.37%+1.9pp | 24.85%-6.6pp | 35.67%-17.4pp |
| Employer contribution / active EE | $0 | $1,980-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,093-100.0% | $3,885-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,194 | $5,688-61.4% | $5,749-61.8% | $6,925-68.3% |