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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 | $175,983 | $72,273+143.5% | $101,275+73.8% | $79,856+120.4% |
| Participation rate | 18.8% | 68.5%-49.6pp | 75.8%-57.0pp | 69.6%-50.8pp |
| Annual return | 15.96% | 22.30%-6.3pp | 46.48%-30.5pp | 31.71%-15.8pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $11,535 | $4,401+162.1% | $5,948+93.9% | $5,306+117.4% |