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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 | $138,475 | $115,814+19.6% | $101,275+36.7% | $158,982-12.9% |
| Participation rate | 0.0% | 79.4%-79.4pp | 75.8%-75.8pp | 82.0%-82.0pp |
| Annual return | 20.86% | 56.16%-35.3pp | 46.48%-25.6pp | 302.99%-282.1pp |
| Employer contribution / active EE | $25,633 | $4,176+513.8% | $3,660+600.3% | $4,763+438.2% |
| Participant deferral / active EE | $33,037 | $4,958+566.3% | $4,371+655.9% | $5,983+452.1% |
| Admin fee / account holder | $585 | $7,249-91.9% | $5,948-90.2% | $11,252-94.8% |