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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 | $60,342 | $172,111-64.9% | $150,298-59.9% | $137,256-56.0% |
| Participation rate | 0.0% | 81.7%-81.7pp | 77.8%-77.8pp | 80.0%-80.0pp |
| Annual return | 14.23% | 69.37%-55.1pp | 62.79%-48.6pp | 220.34%-206.1pp |
| Employer contribution / active EE | $5,043 | $4,636+8.8% | $4,154+21.4% | $4,156+21.3% |
| Participant deferral / active EE | $17,748 | $6,166+187.8% | $5,453+225.5% | $6,407+177.0% |
| Admin fee / account holder | $36,054 | $16,471+118.9% | $14,116+155.4% | $12,270+193.8% |