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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 | $183,613 | $184,000-0.2% | $162,185+13.2% | $152,909+20.1% |
| Participation rate | 40.0% | 88.5%-48.5pp | 87.6%-47.6pp | 82.5%-42.5pp |
| Annual return | 17.52% | 150.80%-133.3pp | 115.61%-98.1pp | 345.46%-327.9pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $10,884 | $13,124-17.1% | $10,844+0.4% | $11,601-6.2% |