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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 | $116,691 | $57,352+103.5% | $83,831+39.2% | $64,173+81.8% |
| Participation rate | 60.0% | 68.6%-8.6pp | 76.1%-16.1pp | 69.6%-9.6pp |
| Annual return | 3.38% | 11.38%-8.0pp | 850.99%-847.6pp | 7.63%-4.3pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $115,260 | $4,046+2748.6% | $5,479+2003.8% | $4,887+2258.3% |