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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 | $71,278 | $174,018-59.0% | $136,833-47.9% | $198,609-64.1% |
| Participation rate | 54.5% | 65.1%-10.6pp | 59.0%-4.5pp | 82.4%-27.8pp |
| Annual return | 16.11% | 35.16%-19.1pp | 35.32%-19.2pp | 202.70%-186.6pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $1,319-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $2,873-100.0% | $2,441-100.0% | $6,977-100.0% |
| Admin fee / account holder | $8,858 | $5,434+63.0% | $4,706+88.2% | $19,030-53.5% |