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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 | $24,850 | $175,231-85.8% | $149,696-83.4% | $139,466-82.2% |
| Participation rate | 31.6% | 83.4%-51.8pp | 78.8%-47.2pp | 80.3%-48.8pp |
| Annual return | 11.84% | 166.77%-154.9pp | 134.46%-122.6pp | 373.66%-361.8pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $418 | $16,155-97.4% | $13,212-96.8% | $11,409-96.3% |