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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 | $45,798 | $183,978-75.1% | $162,171-71.8% | $152,885-70.0% |
| Participation rate | 61.1% | 88.5%-27.4pp | 87.6%-26.4pp | 82.5%-21.3pp |
| Annual return | 25.15% | 150.78%-125.6pp | 115.60%-90.5pp | 345.39%-320.2pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,473 | $13,122-88.8% | $10,843-86.4% | $11,598-87.3% |