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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 | $68,821 | $166,131-58.6% | $164,975-58.3% | $145,877-52.8% |
| Participation rate | 12.5% | 82.0%-69.5pp | 78.6%-66.1pp | 80.3%-67.8pp |
| Annual return | 17.77% | 100.37%-82.6pp | 70.12%-52.4pp | 551.28%-533.5pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $12,688 | $16,648-23.8% | $12,6880% | $13,402-5.3% |