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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 | $126,475 | $154,228-18.0% | $145,433-13.0% | $137,256-7.9% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 80.0%-80.0pp |
| Annual return | 14.84% | 74.59%-59.7pp | 66.58%-51.7pp | 220.34%-205.5pp |
| Employer contribution / active EE | $19,904 | $4,804+314.3% | $4,554+337.0% | $4,156+378.9% |
| Participant deferral / active EE | $64,107 | $8,216+680.2% | $7,897+711.8% | $6,407+900.6% |
| Admin fee / account holder | $68,419 | $14,344+377.0% | $13,129+421.1% | $12,270+457.6% |