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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 | $105,728 | $211,224-49.9% | $178,505-40.8% | $145,897-27.5% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 10.64% | 30.28%-19.6pp | 27.16%-16.5pp | 552.29%-541.7pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,430 | $6,966-65.1% | $6,280-61.3% | $6,689-63.7% |
| Admin fee / account holder | $97,996 | $12,109+709.3% | $10,428+839.8% | $13,390+631.8% |