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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 | $62,922 | $211,239-70.2% | $178,528-64.8% | $145,877-56.9% |
| Participation rate | 41.7% | 80.8%-39.1pp | 77.1%-35.4pp | 80.3%-38.6pp |
| Annual return | 7.75% | 30.22%-22.5pp | 27.11%-19.4pp | 551.28%-543.5pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $6,963-100.0% | $6,278-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,323 | $12,095-89.1% | $10,419-87.3% | $13,402-90.1% |