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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 | $166,083 | $110,379+50.5% | $102,412+62.2% | $145,884+13.8% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | 14.57% | 24.84%-10.3pp | 24.94%-10.4pp | 551.85%-537.3pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,668 | $5,622+72.0% | $5,060+91.1% | $6,690+44.5% |
| Admin fee / account holder | $3,192 | $9,745-67.2% | $8,388-61.9% | $13,392-76.2% |