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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 | $118,058 | $65,364+80.6% | $92,909+27.1% | $72,975+61.8% |
| Participation rate | 40.5% | 68.3%-27.8pp | 76.0%-35.5pp | 69.5%-28.9pp |
| Annual return | 16.70% | 42.11%-25.4pp | 109.44%-92.7pp | 81.01%-64.3pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $697 | $4,251-83.6% | $5,795-88.0% | $5,124-86.4% |