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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 | $120,625 | $176,120-31.5% | $159,487-24.4% | $167,553-28.0% |
| Participation rate | 11.1% | 85.0%-73.8pp | 82.8%-71.7pp | 82.1%-71.0pp |
| Annual return | 15.54% | 331.95%-316.4pp | 263.71%-248.2pp | 478.89%-463.3pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $6,229 | $12,561-50.4% | $10,804-42.3% | $12,316-49.4% |