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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 | $24,632 | $181,062-86.4% | $158,223-84.4% | $155,188-84.1% |
| Participation rate | 10.0% | 82.7%-72.7pp | 79.2%-69.2pp | 80.8%-70.8pp |
| Annual return | 17.02% | 57.39%-40.4pp | 52.09%-35.1pp | 148.84%-131.8pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $12,382 | $18,825-34.2% | $16,047-22.8% | $14,480-14.5% |