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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 | $27,403 | $175,231-84.4% | $149,696-81.7% | $139,466-80.4% |
| Participation rate | 34.8% | 83.4%-48.6pp | 78.8%-44.0pp | 80.3%-45.5pp |
| Annual return | 19.52% | 166.77%-147.2pp | 134.46%-114.9pp | 373.66%-354.1pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $664 | $16,155-95.9% | $13,212-95.0% | $11,409-94.2% |