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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 | $49,691 | $166,242-70.1% | $165,071-69.9% | $145,884-65.9% |
| Participation rate | 22.2% | 82.0%-59.8pp | 78.6%-56.4pp | 80.3%-58.1pp |
| Annual return | 10.89% | 100.44%-89.6pp | 70.17%-59.3pp | 551.85%-541.0pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $14,587 | $16,658-12.4% | $12,695+14.9% | $13,392+8.9% |