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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 | $151,135 | $125,237+20.7% | $105,608+43.1% | $145,877+3.6% |
| Participation rate | 66.7% | 77.7%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 11.49% | 225.76%-214.3pp | 116.50%-105.0pp | 551.28%-539.8pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $5,711-100.0% | $5,010-100.0% | $6,691-100.0% |
| Admin fee / account holder | $10,735 | $17,287-37.9% | $11,028-2.7% | $13,402-19.9% |