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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 | $42,502 | $107,363-60.4% | $92,909-54.3% | $152,897-72.2% |
| Participation rate | 68.2% | 79.8%-11.6pp | 76.0%-7.8pp | 82.5%-14.3pp |
| Annual return | 72.20% | 145.63%-73.4pp | 109.44%-37.2pp | 345.43%-273.2pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $415 | $7,082-94.1% | $5,795-92.8% | $11,599-96.4% |