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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 | $66,128 | $155,555-57.5% | $146,866-55.0% | $155,188-57.4% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.5%-82.5pp | 80.8%-80.8pp |
| Annual return | 14.36% | 115.41%-101.1pp | 102.85%-88.5pp | 148.84%-134.5pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,643 | $8,044-29.9% | $7,759-27.3% | $6,531-13.6% |
| Admin fee / account holder | $13,517 | $14,755-8.4% | $13,620-0.8% | $14,480-6.7% |