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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 | $65,870 | $192,829-65.8% | $142,516-53.8% | $139,466-52.8% |
| Participation rate | 40.0% | 81.4%-41.4pp | 76.8%-36.8pp | 80.3%-40.3pp |
| Annual return | 12.31% | 17.99%-5.7pp | 19.99%-7.7pp | 373.66%-361.4pp |
| Employer contribution / active EE | $0 | $5,808-100.0% | $4,849-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $7,200-100.0% | $6,280-100.0% | $6,712-100.0% |
| Admin fee / account holder | $20,164 | $15,120+33.4% | $10,008+101.5% | $11,409+76.7% |