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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 | $94,290 | $152,612-38.2% | $125,192-24.7% | $152,897-38.3% |
| Participation rate | 57.9% | 83.3%-25.4pp | 79.8%-21.9pp | 82.5%-24.6pp |
| Annual return | 26.68% | 54.85%-28.2pp | 43.79%-17.1pp | 345.43%-318.8pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $46,668 | $13,437+247.3% | $9,704+380.9% | $11,599+302.3% |