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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 | $125,332 | $65,367+91.7% | $92,915+34.9% | $72,976+71.7% |
| Participation rate | 63.0% | 68.3%-5.3pp | 76.0%-13.0pp | 69.5%-6.4pp |
| Annual return | 28.18% | 42.11%-13.9pp | 109.45%-81.3pp | 81.02%-52.8pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $895 | $4,251-79.0% | $5,796-84.6% | $5,124-82.5% |