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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 | $123,046 | $160,040-23.1% | $147,096-16.3% | $145,877-15.7% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 14.54% | 98.49%-84.0pp | 419.75%-405.2pp | 551.28%-536.7pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $124,891 | $8,429+1381.7% | $8,071+1447.4% | $6,691+1766.7% |
| Admin fee / account holder | $73,906 | $15,050+391.1% | $13,005+468.3% | $13,402+451.5% |