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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 | $92,444 | $82,028+12.7% | $123,105-24.9% | $59,633+55.0% |
| Participation rate | 35.8% | 83.2%-47.4pp | 86.8%-51.0pp | 68.7%-32.9pp |
| Annual return | 4.68% | 5.12%-0.4pp | 13.22%-8.5pp | 2041.45%-2036.8pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,229-100.0% | $3,192-100.0% |
| Admin fee / account holder | $6,249 | $5,879+6.3% | $9,014-30.7% | $4,297+45.4% |