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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 | $56,796 | $174,379-67.4% | $152,093-62.7% | $138,895-59.1% |
| Participation rate | 0.0% | 81.6%-81.6pp | 77.8%-77.8pp | 79.9%-79.9pp |
| Annual return | 15.68% | 74.86%-59.2pp | 66.36%-50.7pp | 145.39%-129.7pp |
| Employer contribution / active EE | $16,473 | $4,652+254.1% | $4,175+294.6% | $4,194+292.8% |
| Participant deferral / active EE | $25,027 | $6,159+306.3% | $5,451+359.1% | $6,396+291.3% |
| Admin fee / account holder | $1,860 | $16,880-89.0% | $14,497-87.2% | $12,562-85.2% |