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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 | $120,653 | $196,972-38.7% | $182,262-33.8% | $198,609-39.3% |
| Participation rate | 13.6% | 85.7%-72.1pp | 84.2%-70.6pp | 82.4%-68.7pp |
| Annual return | 14.62% | 158.27%-143.7pp | 140.60%-126.0pp | 202.70%-188.1pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $5,200 | $18,429-71.8% | $16,712-68.9% | $19,030-72.7% |