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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 | $128,161 | $94,529+35.6% | $140,019-8.5% | $64,173+99.7% |
| Participation rate | 28.7% | 84.1%-55.4pp | 87.5%-58.8pp | 69.6%-40.8pp |
| Annual return | 11.24% | 7.77%+3.5pp | 651.17%-639.9pp | 7.63%+3.6pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $637 | $6,741-90.6% | $10,705-94.1% | $4,887-87.0% |