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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 | $223,823-49.8% | $211,142-46.8% | $154,746-27.4% |
| Participation rate | 0.0% | 87.9%-87.9pp | 87.3%-87.3pp | 80.7%-80.7pp |
| Annual return | 15.75% | 50.39%-34.6pp | 46.84%-31.1pp | 172.34%-156.6pp |
| Employer contribution / active EE | $21,756 | $6,787+220.6% | $6,442+237.7% | $4,379+396.8% |
| Participant deferral / active EE | $27,000 | $9,750+176.9% | $9,284+190.8% | $6,730+301.2% |
| Admin fee / account holder | $345,064 | $19,707+1651.0% | $19,076+1708.9% | $14,365+2302.1% |