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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 | $208,762 | $124,330+67.9% | $109,173+91.2% | $167,536+24.6% |
| Participation rate | 45.5% | 79.5%-34.0pp | 75.9%-30.4pp | 82.1%-36.7pp |
| Annual return | 21.53% | 26.04%-4.5pp | 25.75%-4.2pp | 478.82%-457.3pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $4,244 | $7,974-46.8% | $6,755-37.2% | $12,315-65.5% |