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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 | $162,249 | $117,433+38.2% | $99,475+63.1% | $152,897+6.1% |
| Participation rate | 61.5% | 77.5%-16.0pp | 73.8%-12.3pp | 82.5%-20.9pp |
| Annual return | 10.54% | 31.87%-21.3pp | 30.72%-20.2pp | 345.43%-334.9pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,851-100.0% |
| Admin fee / account holder | $8,244 | $7,634+8.0% | $6,252+31.9% | $11,599-28.9% |