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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 | $38,938 | $225,673-82.7% | $203,872-80.9% | $155,188-74.9% |
| Participation rate | 16.7% | 80.3%-63.6pp | 77.8%-61.1pp | 80.8%-64.1pp |
| Annual return | 11.46% | 95.91%-84.5pp | 85.11%-73.7pp | 148.84%-137.4pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,757-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $6,893-100.0% | $6,388-100.0% | $6,531-100.0% |
| Admin fee / account holder | $3,992 | $12,327-67.6% | $11,730-66.0% | $14,480-72.4% |