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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 | $211,224-70.2% | $178,505-64.8% | $145,897-56.9% |
| Participation rate | 41.7% | 80.8%-39.2pp | 77.1%-35.5pp | 80.3%-38.6pp |
| Annual return | 7.75% | 30.28%-22.5pp | 27.16%-19.4pp | 552.29%-544.5pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $6,966-100.0% | $6,280-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,323 | $12,109-89.1% | $10,428-87.3% | $13,390-90.1% |