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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 | $189,544 | $142,426+33.1% | $115,167+64.6% | $152,909+24.0% |
| Participation rate | 37.5% | 82.4%-44.9pp | 75.9%-38.4pp | 82.5%-45.0pp |
| Annual return | 27.77% | 41.48%-13.7pp | 35.60%-7.8pp | 345.46%-317.7pp |
| Employer contribution / active EE | $0 | $4,011-100.0% | $3,179-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $5,165-100.0% | $4,169-100.0% | $5,851-100.0% |
| Admin fee / account holder | $12,704 | $8,464+50.1% | $7,089+79.2% | $11,601+9.5% |