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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 | $63,808 | $157,296-59.4% | $141,191-54.8% | $152,897-58.3% |
| Participation rate | 13.0% | 84.8%-71.8pp | 82.5%-69.4pp | 82.5%-69.4pp |
| Annual return | 16.48% | 64.34%-47.9pp | 71.41%-54.9pp | 345.43%-329.0pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $45,010 | $12,125+271.2% | $10,264+338.5% | $11,599+288.0% |