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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 | $103,199 | $56,544+82.5% | $75,501+36.7% | $70,126+47.2% |
| Participation rate | 67.6% | 68.1%-0.5pp | 72.4%-4.8pp | 69.5%-2.0pp |
| Annual return | 13.36% | 23.59%-10.2pp | 27.35%-14.0pp | 73.15%-59.8pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $6,279 | $3,827+64.1% | $5,801+8.2% | $4,645+35.2% |