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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 | $112,295 | $209,336-46.4% | $197,124-43.0% | $137,256-18.2% |
| Participation rate | 0.0% | 87.3%-87.3pp | 86.7%-86.7pp | 80.0%-80.0pp |
| Annual return | 15.75% | 48.09%-32.3pp | 44.34%-28.6pp | 220.34%-204.6pp |
| Employer contribution / active EE | $21,756 | $6,591+230.1% | $6,227+249.4% | $4,156+423.5% |
| Participant deferral / active EE | $27,000 | $9,614+180.8% | $9,135+195.6% | $6,407+321.4% |
| Admin fee / account holder | $345,064 | $17,308+1893.7% | $16,298+2017.2% | $12,270+2712.2% |