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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 | $160,399 | $136,307+17.7% | $106,619+50.4% | $273,972-41.5% |
| Participation rate | 37.5% | 84.8%-47.3pp | 78.0%-40.5pp | 83.0%-45.5pp |
| Annual return | 12.79% | 11.05%+1.7pp | 9.42%+3.4pp | 41.46%-28.7pp |
| Employer contribution / active EE | $0 | $5,190-100.0% | $3,947-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $8,595 | $8,625-0.3% | $6,418+33.9% | $10,133-15.2% |