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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 | $27,373 | $160,040-82.9% | $147,096-81.4% | $145,877-81.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 18.59% | 98.49%-79.9pp | 419.75%-401.2pp | 551.28%-532.7pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,711 | $8,429-56.0% | $8,071-54.0% | $6,691-44.5% |
| Admin fee / account holder | $3,353 | $15,050-77.7% | $13,005-74.2% | $13,402-75.0% |