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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 | $36,185 | $176,120-79.5% | $159,487-77.3% | $167,553-78.4% |
| Participation rate | 61.5% | 85.0%-23.4pp | 82.8%-21.3pp | 82.1%-20.6pp |
| Annual return | 11.37% | 331.95%-320.6pp | 263.71%-252.3pp | 478.89%-467.5pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $9,605 | $7,752+23.9% | $7,354+30.6% | $6,343+51.4% |
| Admin fee / account holder | $8,747 | $12,561-30.4% | $10,804-19.0% | $12,316-29.0% |