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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 | $79,806 | $95,959-16.8% | $97,411-18.1% | $138,895-42.5% |
| Participation rate | 63.2% | 81.8%-18.7pp | 80.4%-17.2pp | 79.9%-16.8pp |
| Annual return | 12.28% | 29.30%-17.0pp | 34.72%-22.4pp | 145.39%-133.1pp |
| Employer contribution / active EE | $0 | $4,278-100.0% | $4,210-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $5,876-100.0% | $5,886-100.0% | $6,396-100.0% |
| Admin fee / account holder | $20,038 | $7,555+165.2% | $7,145+180.5% | $12,562+59.5% |