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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 | $53,866 | $185,312-70.9% | $161,489-66.6% | $154,746-65.2% |
| Participation rate | 0.0% | 82.5%-82.5pp | 78.7%-78.7pp | 80.7%-80.7pp |
| Annual return | 12.29% | 103.84%-91.6pp | 89.72%-77.4pp | 172.34%-160.1pp |
| Employer contribution / active EE | $4,758 | $4,769-0.2% | $4,268+11.5% | $4,379+8.7% |
| Participant deferral / active EE | $22,395 | $6,350+252.7% | $5,630+297.8% | $6,730+232.7% |
| Admin fee / account holder | $106,534 | $18,654+471.1% | $16,006+565.6% | $14,365+641.6% |