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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 | $120,591 | $67,823+77.8% | $52,425+130.0% | $137,256-12.1% |
| Participation rate | 18.2% | 63.9%-45.7pp | 55.6%-37.4pp | 80.0%-61.8pp |
| Annual return | 15.66% | 219.11%-203.4pp | 302.12%-286.5pp | 220.34%-204.7pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $2,288-100.0% | $1,790-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3,050 | $2,844+7.2% | $2,495+22.2% | $12,270-75.1% |