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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 | $98,499 | $172,111-42.8% | $150,298-34.5% | $137,256-28.2% |
| Participation rate | 0.0% | 81.7%-81.7pp | 77.8%-77.8pp | 80.0%-80.0pp |
| Annual return | 18.88% | 69.37%-50.5pp | 62.79%-43.9pp | 220.34%-201.5pp |
| Employer contribution / active EE | $36,032 | $4,636+677.2% | $4,154+767.4% | $4,156+767.0% |
| Participant deferral / active EE | $116,405 | $6,166+1787.9% | $5,453+2034.8% | $6,407+1716.9% |
| Admin fee / account holder | $9,814 | $16,471-40.4% | $14,116-30.5% | $12,270-20.0% |