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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 | $109,502 | $154,193-29.0% | $130,045-15.8% | $139,466-21.5% |
| Participation rate | 68.2% | 82.0%-13.8pp | 78.5%-10.3pp | 80.3%-12.2pp |
| Annual return | 24.49% | 32.51%-8.0pp | -137.30%+161.8pp | 373.66%-349.2pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,820-100.0% | $6,712-100.0% |
| Admin fee / account holder | $4,345 | $13,989-68.9% | $10,600-59.0% | $11,409-61.9% |