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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 | $50,804 | $217,427-76.6% | $185,837-72.7% | $167,518-69.7% |
| Participation rate | 27.3% | 86.0%-58.8pp | 81.7%-54.4pp | 82.1%-54.8pp |
| Annual return | 21.72% | 148.39%-126.7pp | 122.08%-100.4pp | 478.71%-457.0pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,568-100.0% | $6,342-100.0% |
| Admin fee / account holder | $19,005 | $19,816-4.1% | $16,241+17.0% | $12,312+54.4% |