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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 | $39,736 | $210,343-81.1% | $153,432-74.1% | $145,959-72.8% |
| Participation rate | 52.4% | 82.1%-29.7pp | 77.1%-24.7pp | 80.3%-27.9pp |
| Annual return | 11.13% | 13.38%-2.2pp | 15.66%-4.5pp | 561.95%-550.8pp |
| Employer contribution / active EE | $0 | $6,047-100.0% | $5,038-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $0 | $7,977-100.0% | $6,757-100.0% | $6,689-100.0% |
| Admin fee / account holder | $383 | $19,424-98.0% | $12,725-97.0% | $13,398-97.1% |