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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 | $69,869 | $201,372-65.3% | $184,260-62.1% | $145,884-52.1% |
| Participation rate | 15.4% | 87.5%-72.1pp | 86.8%-71.4pp | 80.3%-64.9pp |
| Annual return | 26.33% | 29.04%-2.7pp | 28.84%-2.5pp | 551.85%-525.5pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,690-100.0% |
| Admin fee / account holder | $3,997 | $16,362-75.6% | $13,898-71.2% | $13,392-70.2% |