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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 | $67,135 | $152,592-56.0% | $125,180-46.4% | $152,885-56.1% |
| Participation rate | 64.3% | 83.3%-19.1pp | 79.8%-15.5pp | 82.5%-18.2pp |
| Annual return | 32.71% | 54.84%-22.1pp | 43.79%-11.1pp | 345.39%-312.7pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,438 | $13,435-89.3% | $9,703-85.2% | $11,598-87.6% |