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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 | $214,300 | $212,777+0.7% | $173,703+23.4% | $198,609+7.9% |
| Participation rate | 12.5% | 81.1%-68.6pp | 75.9%-63.4pp | 82.4%-69.9pp |
| Annual return | 8.07% | 18.82%-10.8pp | 17.46%-9.4pp | 202.70%-194.6pp |
| Employer contribution / active EE | $0 | $5,214-100.0% | $4,288-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $5,697-100.0% | $4,854-100.0% | $6,977-100.0% |
| Admin fee / account holder | $9,388 | $19,536-51.9% | $15,562-39.7% | $19,030-50.7% |