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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 | $249,823 | $132,634+88.4% | $115,768+115.8% | $137,256+82.0% |
| Participation rate | 39.1% | 77.9%-38.7pp | 74.4%-35.3pp | 80.0%-40.8pp |
| Annual return | 11.52% | 160.70%-149.2pp | 100.46%-88.9pp | 220.34%-208.8pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $4,917-100.0% | $6,407-100.0% |
| Admin fee / account holder | $46,327 | $15,028+208.3% | $12,439+272.4% | $12,270+277.6% |