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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 | $177,951 | $157,829+12.7% | $136,867+30.0% | $198,609-10.4% |
| Participation rate | 8.3% | 77.2%-68.8pp | 74.5%-66.2pp | 82.4%-74.0pp |
| Annual return | 6.45% | 51.25%-44.8pp | 42.97%-36.5pp | 202.70%-196.3pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $5,463-100.0% | $4,924-100.0% | $6,977-100.0% |
| Admin fee / account holder | $344 | $11,107-96.9% | $10,340-96.7% | $19,030-98.2% |