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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 | $177,156+32.9% | $147,027+60.1% | $154,746+52.1% |
| Participation rate | 62.5% | 79.4%-16.9pp | 73.7%-11.2pp | 80.7%-18.2pp |
| Annual return | 11.92% | 21.94%-10.0pp | 20.23%-8.3pp | 172.34%-160.4pp |
| Employer contribution / active EE | $0 | $4,336-100.0% | $3,626-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $5,797-100.0% | $4,933-100.0% | $6,730-100.0% |
| Admin fee / account holder | $3,246 | $14,904-78.2% | $12,223-73.4% | $14,365-77.4% |