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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 | $83,616 | $162,812-48.6% | $133,971-37.6% | $158,966-47.4% |
| Participation rate | 0.0% | 83.2%-83.2pp | 79.8%-79.8pp | 82.0%-82.0pp |
| Annual return | 14.91% | 41.94%-27.0pp | 45.09%-30.2pp | 302.95%-288.0pp |
| Employer contribution / active EE | $43,752 | $4,976+779.3% | $3,919+1016.5% | $4,762+818.7% |
| Participant deferral / active EE | $32,235 | $5,910+445.4% | $5,047+538.7% | $5,983+438.8% |
| Admin fee / account holder | $8,004 | $11,741-31.8% | $8,929-10.4% | $11,250-28.9% |