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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 | $133,044 | $71,230+86.8% | $93,727+41.9% | $80,959+64.3% |
| Participation rate | 46.4% | 60.4%-14.0pp | 68.7%-22.3pp | 67.7%-21.2pp |
| Annual return | 12.79% | 11.26%+1.5pp | 133.83%-121.0pp | 35.67%-22.9pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,300-100.0% |
| Admin fee / account holder | $30,937 | $6,961+344.4% | $8,292+273.1% | $6,925+346.7% |