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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 | $217,274 | $150,435+44.4% | $120,580+80.2% | $145,897+48.9% |
| Participation rate | 57.1% | 78.8%-21.7pp | 72.0%-14.8pp | 80.3%-23.2pp |
| Annual return | 25.80% | 154.60%-128.8pp | 107.48%-81.7pp | 552.29%-526.5pp |
| Employer contribution / active EE | $0 | $4,352-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $4,995-100.0% | $6,689-100.0% |
| Admin fee / account holder | $13,000 | $12,182+6.7% | $9,418+38.0% | $13,390-2.9% |