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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 | $191,997 | $110,410+73.9% | $102,437+87.4% | $145,897+31.6% |
| Participation rate | 21.4% | 77.9%-56.5pp | 74.5%-53.1pp | 80.3%-58.9pp |
| Annual return | 20.63% | 24.85%-4.2pp | 24.95%-4.3pp | 552.29%-531.7pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $5,315 | $9,745-45.5% | $8,388-36.6% | $13,390-60.3% |