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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 | $151,468 | $162,136-6.6% | $152,301-0.5% | $154,746-2.1% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 13.18% | 91.02%-77.8pp | 80.50%-67.3pp | 172.34%-159.2pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $21,181 | $8,341+153.9% | $8,004+164.6% | $6,730+214.7% |
| Admin fee / account holder | $76,810 | $15,759+387.4% | $14,398+433.5% | $14,365+434.7% |