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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 | $162,136-22.0% | $152,301-17.0% | $154,746-18.3% |
| Participation rate | 0.0% | 84.1%-84.1pp | 82.4%-82.4pp | 80.7%-80.7pp |
| Annual return | 14.84% | 91.02%-76.2pp | 80.50%-65.7pp | 172.34%-157.5pp |
| Employer contribution / active EE | $19,904 | $4,890+307.0% | $4,624+330.4% | $4,379+354.5% |
| Participant deferral / active EE | $64,107 | $8,341+668.6% | $8,004+701.0% | $6,730+852.5% |
| Admin fee / account holder | $68,419 | $15,759+334.1% | $14,398+375.2% | $14,365+376.3% |