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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 | $140,796 | $152,460-7.7% | $118,746+18.6% | $147,586-4.6% |
| Participation rate | 12.5% | 82.3%-69.8pp | 78.3%-65.8pp | 82.8%-70.3pp |
| Annual return | 13.28% | 17.41%-4.1pp | 24.54%-11.3pp | 578.59%-565.3pp |
| Employer contribution / active EE | $0 | $5,046-100.0% | $4,193-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $6,212-100.0% | $5,332-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,886 | $16,953-71.2% | $10,720-54.4% | $10,886-55.1% |