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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 | $235,401 | $212,777+10.6% | $173,703+35.5% | $198,609+18.5% |
| Participation rate | 62.5% | 81.1%-18.6pp | 75.9%-13.4pp | 82.4%-19.9pp |
| Annual return | 11.92% | 18.82%-6.9pp | 17.46%-5.5pp | 202.70%-190.8pp |
| Employer contribution / active EE | $0 | $5,214-100.0% | $4,288-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $5,697-100.0% | $4,854-100.0% | $6,977-100.0% |
| Admin fee / account holder | $3,246 | $19,536-83.4% | $15,562-79.1% | $19,030-82.9% |