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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 | $75,905 | $86,940-12.7% | $102,434-25.9% | $80,935-6.2% |
| Participation rate | 62.9% | 72.4%-9.5pp | 76.5%-13.7pp | 67.7%-4.8pp |
| Annual return | 12.27% | 18.89%-6.6pp | 29.46%-17.2pp | 35.66%-23.4pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,082 | $8,047-86.6% | $9,462-88.6% | $6,924-84.4% |