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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 | $111,466 | $162,529-31.4% | $130,788-14.8% | $154,746-28.0% |
| Participation rate | 14.3% | 75.9%-61.6pp | 70.1%-55.8pp | 80.7%-66.4pp |
| Annual return | 13.09% | 510.48%-497.4pp | 386.44%-373.4pp | 172.34%-159.2pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $4,808-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,378 | $7,669-82.0% | $6,673-79.4% | $14,365-90.4% |