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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 | $177,156+21.0% | $147,027+45.8% | $154,746+38.5% |
| Participation rate | 12.5% | 79.4%-66.9pp | 73.7%-61.2pp | 80.7%-68.2pp |
| Annual return | 8.07% | 21.94%-13.9pp | 20.23%-12.2pp | 172.34%-164.3pp |
| Employer contribution / active EE | $0 | $4,336-100.0% | $3,626-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $5,797-100.0% | $4,933-100.0% | $6,730-100.0% |
| Admin fee / account holder | $9,388 | $14,904-37.0% | $12,223-23.2% | $14,365-34.6% |