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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 | $81,660 | $157,296-48.1% | $141,191-42.2% | $152,897-46.6% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 22.71% | 64.34%-41.6pp | 71.41%-48.7pp | 345.43%-322.7pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,440 | $7,111-23.5% | $6,710-18.9% | $5,851-7.0% |
| Admin fee / account holder | $15,029 | $12,125+24.0% | $10,264+46.4% | $11,599+29.6% |