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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 | $110,439 | $112,131-1.5% | $95,964+15.1% | $158,982-30.5% |
| Participation rate | 8.7% | 79.0%-70.3pp | 77.1%-68.4pp | 82.0%-73.3pp |
| Annual return | 23.31% | 171.19%-147.9pp | 91.64%-68.3pp | 302.99%-279.7pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $558 | $10,136-94.5% | $6,797-91.8% | $11,252-95.0% |