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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 | $80,648 | $98,766-18.3% | $149,730-46.1% | $79,852+1.0% |
| Participation rate | 59.4% | 75.8%-16.4pp | 82.5%-23.1pp | 69.6%-10.3pp |
| Annual return | 22.58% | 27.43%-4.8pp | 276.70%-254.1pp | 31.72%-9.1pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $6,041 | $6,052-0.2% | $9,310-35.1% | $5,306+13.8% |