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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 | $107,258 | $172,111-37.7% | $150,298-28.6% | $137,256-21.9% |
| Participation rate | 0.0% | 81.7%-81.7pp | 77.8%-77.8pp | 80.0%-80.0pp |
| Annual return | 16.89% | 69.37%-52.5pp | 62.79%-45.9pp | 220.34%-203.4pp |
| Employer contribution / active EE | $4,837 | $4,636+4.3% | $4,154+16.4% | $4,156+16.4% |
| Participant deferral / active EE | $2,008 | $6,166-67.4% | $5,453-63.2% | $6,407-68.7% |
| Admin fee / account holder | $540 | $16,471-96.7% | $14,116-96.2% | $12,270-95.6% |