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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 | $213,256 | $63,342+236.7% | $92,236+131.2% | $70,131+204.1% |
| Participation rate | 62.5% | 68.7%-6.2pp | 76.5%-14.0pp | 69.5%-7.0pp |
| Annual return | 12.64% | 530.15%-517.5pp | 176.29%-163.6pp | 73.14%-60.5pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,303 | $3,840+38.1% | $5,194+2.1% | $4,645+14.2% |