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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 | $30,146 | $176,077-82.9% | $159,455-81.1% | $167,518-82.0% |
| Participation rate | 9.5% | 84.9%-75.4pp | 82.8%-73.3pp | 82.1%-72.6pp |
| Annual return | 20.18% | 331.83%-311.7pp | 263.63%-243.4pp | 478.71%-458.5pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $12,225 | $12,556-2.6% | $10,800+13.2% | $12,312-0.7% |