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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 | $109,341 | $178,174-38.6% | $156,181-30.0% | $137,256-20.3% |
| Participation rate | 23.5% | 82.0%-58.5pp | 78.8%-55.3pp | 80.0%-56.4pp |
| Annual return | 12.80% | 84.19%-71.4pp | 64.87%-52.1pp | 220.34%-207.5pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $8,759 | $17,404-49.7% | $14,586-39.9% | $12,270-28.6% |