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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 | $123,271 | $183,592-32.9% | $155,567-20.8% | $145,959-15.5% |
| Participation rate | 8.3% | 82.7%-74.3pp | 78.2%-69.9pp | 80.3%-72.0pp |
| Annual return | 53.86% | 61.24%-7.4pp | 64.74%-10.9pp | 561.95%-508.1pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,674-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $0 | $6,464-100.0% | $5,628-100.0% | $6,689-100.0% |
| Admin fee / account holder | $16,020 | $19,318-17.1% | $15,916+0.7% | $13,398+19.6% |