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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 | $81,621 | $110,212-25.9% | $96,534-15.4% | $139,466-41.5% |
| Participation rate | 28.6% | 78.1%-49.5pp | 76.0%-47.4pp | 80.3%-51.8pp |
| Annual return | 74.51% | 26.42%+48.1pp | 25.88%+48.6pp | 373.66%-299.1pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $5,547-100.0% | $4,851-100.0% | $6,712-100.0% |
| Admin fee / account holder | $9,740 | $11,599-16.0% | $8,253+18.0% | $11,409-14.6% |