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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 | $108,882-22.7% | $96,754-13.0% | $154,746-45.6% |
| Participation rate | 66.7% | 75.1%-8.4pp | 70.3%-3.6pp | 80.7%-14.0pp |
| Annual return | 13.79% | 98.39%-84.6pp | 82.04%-68.2pp | 172.34%-158.5pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,642 | $5,323-31.6% | $4,758-23.4% | $6,730-45.9% |
| Admin fee / account holder | $7,011 | $10,200-31.3% | $8,905-21.3% | $14,365-51.2% |