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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 | $120,996 | $162,821-25.7% | $133,978-9.7% | $158,982-23.9% |
| Participation rate | 68.8% | 83.2%-14.5pp | 79.8%-11.1pp | 82.0%-13.2pp |
| Annual return | 9.23% | 41.95%-32.7pp | 45.10%-35.9pp | 302.99%-293.8pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $5,846 | $11,742-50.2% | $8,930-34.5% | $11,252-48.0% |