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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 | $134,764 | $174,379-22.7% | $152,093-11.4% | $138,895-3.0% |
| Participation rate | 0.0% | 81.6%-81.6pp | 77.8%-77.8pp | 79.9%-79.9pp |
| Annual return | 19.09% | 74.86%-55.8pp | 66.36%-47.3pp | 145.39%-126.3pp |
| Employer contribution / active EE | $12,576 | $4,652+170.3% | $4,175+201.2% | $4,194+199.8% |
| Participant deferral / active EE | $57,462 | $6,159+833.0% | $5,451+954.1% | $6,396+798.4% |
| Admin fee / account holder | $4,703 | $16,880-72.1% | $14,497-67.6% | $12,562-62.6% |