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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 | $106,464 | $197,819-46.2% | $155,789-31.7% | $125,389-15.1% |
| Participation rate | 57.9% | 82.1%-24.2pp | 76.1%-18.2pp | 83.2%-25.3pp |
| Annual return | 0.97% | 86.73%-85.8pp | 71.54%-70.6pp | 282.24%-281.3pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $5,631-100.0% | $4,798-100.0% | $5,352-100.0% |
| Admin fee / account holder | $7,067 | $9,544-26.0% | $7,477-5.5% | $9,541-25.9% |