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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 | $84,137 | $97,125-13.4% | $86,233-2.4% | $137,256-38.7% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 13.79% | 74.19%-60.4pp | 61.39%-47.6pp | 220.34%-206.5pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,642 | $5,180-29.7% | $4,559-20.1% | $6,407-43.1% |
| Admin fee / account holder | $7,011 | $9,725-27.9% | $8,342-16.0% | $12,270-42.9% |