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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 | $143,458 | $183,516-21.8% | $155,534-7.8% | $145,884-1.7% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 9.27% | 61.43%-52.2pp | 64.92%-55.7pp | 551.85%-542.6pp |
| Employer contribution / active EE | $27,852 | $5,315+424.1% | $4,675+495.8% | $4,662+497.4% |
| Participant deferral / active EE | $108,280 | $6,467+1574.5% | $5,630+1823.2% | $6,690+1518.6% |
| Admin fee / account holder | $91,040 | $19,293+371.9% | $15,900+472.6% | $13,392+579.8% |