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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 | $160,405 | $154,159+4.1% | $130,026+23.4% | $139,456+15.0% |
| Participation rate | 16.7% | 82.0%-65.3pp | 78.5%-61.8pp | 80.3%-63.7pp |
| Annual return | 12.96% | 32.50%-19.5pp | -137.26%+150.2pp | 373.45%-360.5pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $0 | $6,710-100.0% | $5,821-100.0% | $6,711-100.0% |
| Admin fee / account holder | $8,820 | $14,001-37.0% | $10,608-16.9% | $11,407-22.7% |