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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 | $162,542 | $152,460+6.6% | $118,746+36.9% | $147,586+10.1% |
| Participation rate | 0.0% | 82.3%-82.3pp | 78.3%-78.3pp | 82.8%-82.8pp |
| Annual return | 15.80% | 17.41%-1.6pp | 24.54%-8.7pp | 578.59%-562.8pp |
| Employer contribution / active EE | $272,188 | $5,046+5294.2% | $4,193+6391.9% | $4,876+5481.7% |
| Participant deferral / active EE | $93,114 | $6,212+1398.8% | $5,332+1646.2% | $5,439+1612.0% |
| Admin fee / account holder | $1,741 | $16,953-89.7% | $10,720-83.8% | $10,886-84.0% |