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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 | $33,045 | $175,259-81.1% | $149,723-77.9% | $139,487-76.3% |
| Participation rate | 22.2% | 83.4%-61.2pp | 78.8%-56.6pp | 80.3%-58.1pp |
| Annual return | 31.01% | 166.82%-135.8pp | 134.50%-103.5pp | 373.84%-342.8pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $9,742 | $16,158-39.7% | $13,215-26.3% | $11,407-14.6% |