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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 | $180,607 | $160,040+12.9% | $147,096+22.8% | $145,877+23.8% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 16.34% | 98.49%-82.2pp | 419.75%-403.4pp | 551.28%-534.9pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,286 | $8,429-37.3% | $8,071-34.5% | $6,691-21.0% |
| Admin fee / account holder | $21,646 | $15,050+43.8% | $13,005+66.4% | $13,402+61.5% |