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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 | $136,550 | $107,666+26.8% | $102,184+33.6% | $154,746-11.8% |
| Participation rate | 25.0% | 83.7%-58.7pp | 82.6%-57.6pp | 80.7%-55.7pp |
| Annual return | 12.10% | 29.33%-17.2pp | 31.58%-19.5pp | 172.34%-160.2pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $8,719-100.0% | $8,309-100.0% | $6,730-100.0% |
| Admin fee / account holder | $68,466 | $12,943+429.0% | $11,609+489.8% | $14,365+376.6% |