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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 | $94,381 | $71,215+32.5% | $93,696+0.7% | $80,935+16.6% |
| Participation rate | 7.1% | 60.4%-53.3pp | 68.7%-61.6pp | 67.7%-60.5pp |
| Annual return | 16.07% | 11.27%+4.8pp | 133.74%-117.7pp | 35.66%-19.6pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,299-100.0% |
| Admin fee / account holder | $49,987 | $6,958+618.4% | $8,287+503.2% | $6,924+621.9% |